Support Our Site
Get Better Gear!
- Theodolite App for iOS is Breathtaking from Hunter Research and Technology, US$3.99 (Pro and HD versions)
- Akron’s TAB802 Table Mount For iPad Is Sturdy from Akron, US$99.95
- Dinosaurs Roar to Life on the iPad with Stephen Fry from M58959 Studios, US$14.95
- Poldera’s iKeep Holds Your iPhone Close from Poldera LLC, US$19.99
- Mediadevil’s Easyscreen Screen iPad Protector Is Unusual from Mediadevil, £16.97 (US$22.09)
Premier Sponsors
Top 5 Free Apps
iTunes New Music Releases
Top 5 Paid Apps
Discover New Music
Every Day: The Best of the Verve Years
- Joe Williams
- Joe Williams was Figure Two in my three-man education in singing. A brilliant vocalist, scatter, and interpreter of jazz and blues, Williams produces music that's totally unique, yet sounds so effortl
The Last 5 Years (2002 Off-Broadway Cast)
- Jason Robert Brown
- The soundtrack to this moving off-broadway musical is heart moving. The lyrics follow a couple in a relationship for five years, one point of view going forward in time, and the other tracing time fr
How to Dismantle an Atomic Bomb
- U2
U2's latest entry is a mostly underwhelming collection of songs that does very little to sound any different from its equally pedestrian predecessor, 2000's "All That You Can't Leave Behind." While
- Brother Love
- Killer grooves, catchy riffs, edgy vocals with oh-so-just-right layered harmonies, and a drive that will move even YOU out of your chair, Brother Love's initial release is what rock and roll should be
- Amon Tobin
- The genius is in the beats. Amon Tobin creates fantastic, groovy beats behind beats. "Supermodified" rolls through your expectations of breakbeat music, and turns them up a bit. It's a mellow album, p
Reader Specials
Visit Deals On The Web for the best deals on all consumer electronics, iPods, and more!
News
iPhone Parts Teardown Reveals Biggest Winners
Sunday, July 13th, 2008 at 4:00 PM - by John Martellaro
Analysts are already taking the iPhone 3G apart to see who the biggest financial winners are. Infineon, Broadcom and Triquint are a few.
W. Blake Fisher with Stifel Nicolaus pointed out that Infineon "scored a new power management socket" for the phone portion of the unit in addition to a low-noise RF amplifier. Infineon also supplies the Hammerhead II GPS chip in partnership with Broadcom. Triquint "garnered more content that expected" in supplying three power amplifiers.
Mr. Fisher also noted that Toshiba supplied the NAND memory in the unit he took apart.
Gary Mobley with Piper Jaffray said that Broadcom is a big winner, with parts worth about US$5.25 in every iPhone 3G, twice their contribution to the iPhone 2G.
Craig Berger with Friedman Billings Ramsey noted that Marvell supplies the Wi-Fi chips and that Cambridge Silicon Radio supplies the Bluetooth subsystem. However, he concurred that Infineon is "the biggest winner."
These relative contributions are important for the stock value of the suppliers, and with Apple having sold a million iPhone 3Gs over the weekend, even a few dollars worth of parts can quickly add up for the various suppliers.
Recent Headlines
- Chinese Authorities Seize Apple iPads in Trademark Dispute
- AT&T Begins Process Toward Offering Shared Data
- OnLive Desktop: Windows & Office on Your iPad
- Battle Pocket Bulge With The Hint for iPhone
- Theodolite App for iOS is Breathtaking
- Forum Poll: Are You Planning on Buying a New iPad?
- Apple Highlights Siri in Two New iPhone 4S Ads
Post Your Comments