You're viewing an article in iPO's historic archive vault. Here, we've preserved the comments and how the site looked along with the article. Use this link to view the article on our current site: iPhone Parts Teardown Reveals Biggest Winners

News

iPhone Parts Teardown Reveals Biggest Winners

Monday, July 14th, 2008 at 2:35 PM - by

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.

1 comments from the community.

You can post your own below.

+ show options

Your current settings, click to change: Sort Oldest First, Show Guest Posts, Hide Community Stats

A guest said: (hide)

Mon Jul 14, 2008 5:57 pm

The BIG winner might be Qualcomm since they are reported to get up to 5% royalty even if they are not the chip used

Quote this post ↓

Post Your Comments

  Remember Me

Not a member? Register now. You can post comments without logging in, but they'll show up as a "guest" post.


Please enter the word exactly as you see it in the image above. Registered users aren't prompted for this. Having trouble reading the image get a new one.