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3G iPhone’s Top 5 Component Beneficiaries

Posted on Saturday, Jul 19th 2008

The 3G iPhone is out. Besides Apple, who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital.

The teardown analysis shows Infineon and Triquint Semiconductor as the two biggest winners.

iphone

Triquint has 3 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:

triquint

Infineon

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.

Also, 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: it will move further up as functionality starts to consolidate from the board to the chip.

brcm

The final company on our list is not a direct component supplier to Apple, but rather one that most likely reaps royalties due to its Intellectual Property position: InterDigital. The company did an IP licensing deal with Apple last year, but not much detail is available otherwise. Their earnings is coming up in early August, and we will have to wait till then to see what is the impact of the 3G iPhone on the company.

In addition, Marvell, CSR, National Semiconductor, ST Micro, Numonyx, NXP, and SkyWorks have design wins into the 3G iPhone.

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“Their earnings is coming up in early August, and we will have to wait till then to see what is the impact of the 3G iPhone on the company.”
You will have to wait at least another quarter beyond this August as the Iphone was released July 11th and no way will you see stats in this August report which covers period ending 6/30. Also, note reporting of royalty revenue lags a quarter. They do not report until the licensee pays and IDCC’s bank has the deposit. The release date of 7/11 and beyond to 9/30 will not be reported until after 9/30 and revenue for that period will be paid in the quarter ended 12/31/08 and reported around mid Feb 2009. As I say, you won’t see it this August. By any chance did you really mean August 2009? 🙂

richard monahan Sunday, July 20, 2008 at 6:10 PM PT

No, I expect to see guidance, outlook and qualitative comments.

Sramana Mitra Sunday, July 20, 2008 at 6:13 PM PT

Sramana-

You mention IDCC as “one that most likely reaps royalties due to its Intellectual Property position”. However, no mention of Qualcomm. Do you believe QCOM will NOT reap royalties do its IPR position??

Jim M Monday, July 21, 2008 at 1:03 PM PT

Sramana-

You mention IDCC as “one that most likely reaps royalties due to its Intellectual Property position”. However, no mention of Qualcomm. Do you believe QCOM will NOT reap royalties due to its IPR position??

Jim M Monday, July 21, 2008 at 1:05 PM PT

It will. I am working on a separate story on Qualcomm for next week.

Sramana Mitra Monday, July 21, 2008 at 2:30 PM PT

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There are rumors that the iPhone five wil use qualcom chips which can do the two CDMA and GSM networks. Apple always hates product or service fragmentation. So if they could get a mobile phone that would work on equally networks, I’m guaranteed they will do it..

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