iPAD |
... with $AAPL on its way to ALL-TIME highs, let's look inside. (again)
p.s. RUMOR: iPad 2 initial Printed Circuit Board supplier? $TTMIBlack Friday, Cyber Monday ... iPad 2, iPhone 5, and iParts!
1) Atmel $ATML (touch controllers, in HTC EVO, Samsung Galaxy)
2) Broadcom $BRCM (multiple chips, bluetooth, GPS)
2) Broadcom $BRCM (multiple chips, bluetooth, GPS)
3) Cirrus Logic $CRUS (audio processors)
4) Ifineon $IFNNY (mobile unit bought by Intel, Tesla Motors chips)
5) Intersil $ISIL (sockets, USB interface)
6) Linear Tech $LLTC (power control, DC to DC)
7) NXP Semi $NXPI (power management, Near Field Communication)
8) OmniVision $OVTI (image sensors)7) NXP Semi $NXPI (power management, Near Field Communication)
9) Qualcomm $QCOM (CDMA for Verizon iPhone)
10) STMicroelectronics $STM (Accelerometer)
11) Skyworks Solutions $SWKS (quad-band)
12) TriQuint $TQNT (power amp)
iPhone 4 |
disclaimer: BOTD is long $AAPL & $OVTI
2 comments:
MRVL also has a chip in the iPhone.
I am looking into buying some apple option because I would only be able to afford about 3 shares haha. I think they will have a good holiday season. Just wanted to know where you see the price in about a month.
Thanks!
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