iPhone News Updated

What Stocks Benefit from the iPhone 4?

What Stocks Benefit from the iPhone 4?

Apple (AAPL) doesn’t always reveal all their component suppliers to their iPhone products for competitive reasons.

Brian Blair at Wedge Partners has ripped apart the new iPhone and tells us:

- Omnivision (OVTI) - They are the 5-megapixel sensor in the camera.

- ST Micro (STM) makes the 3-axis gyroscope which is a completely new feature

- Triquint (TQNT) makes the PA Duplexer Module and the CDMA PA.

- Skyworks (SWKS) makes the GSM/GPRS Front End Module.

- Broadcom (BRCM) makes a combo chip (802.11 a/b/g/n + Bluetooth + FM Radio)

- Corning (GLW) makes the gorilla glass

- Texas Instruments (TXN) makes the Touch Screen Controller.

Given that the iPhone 4 has already sold 1.7 million units, all of these companies, particularly the smaller ones (OVTI, SWKS) can be expected to guide up or blow away their quarter.

[Thanks: http://blogs.wsj.com]

Comments are closed.