3G iPhones Top Five Component Beneficiaries (at Seeking Alpha)

by: Sramana Mitra posted on: July 20, 2008 | about stocks: The 3G iPhone is out. Besides Apple ( TriQuint has three Power Amps and Infineon has the Digital Baseband Processor, a UMTS Transceiver, a Power Management and a GPS chip - an amazing total of four sockets. Let’s look at the two stocks: We will be writing a lot more on Infineon and will also start tracking TriQuint. Meanwhile, you can read up on Vijay Nagarajan’s analysis of Infineon. In addition, Samsung still has the Application Processor and Broadcom has the Touchscreen Controller. Samsung will likely eventually lose this socket, but for now it remains a key beneficiary of the 3G iPhone. Intel is after this socket with its Atom chip, as are others. I pegged Broadcom as a bargain back in March, and since then the stock has risen quite a bit. My guess is that it will... [read full story]