iPhone Tear Downs Find Parts From IFX, BRCM, TQNT
Like morning follows night, you know that the release of every new Apple (AAPL) product is always followed by people ripping them apart, trying to figure out which suppliers will benefit. The Street did not disappoint today on that score, providing a flurry of comments on the chips discovered from prying open the iPhone 3G.
W. Blake Fischer, an analyst with Stifel Nicolaus, says that the big incremental winners in the new version of the phone appear to be Infineon (IFX) and Triquint (TQNT).