Watch for Supplier Shifts in the iPhone
For more than a few companies, revenue, profits and share prices are tied to Apple (AAPL) products, be they iPhones, iPads, iPods or even Macs. As with the larger mobile-phone and gaming console industries, investors need to keep an eye on new products and new design cycles to see if there is a shift in component suppliers that can result in an upward revision to earnings for one company and a downward revision for another.
Apple's latest iPhone, the 4S, has sold more than 4 million devices, and carriers are reporting shipping delays. Two companies that have benefited from the last few versions of the iPhone are Skyworks Solutions (SWKS) and TriQuint Semiconductor (TQNT), but a recent tear-down analysis of the iPhone 4S reveals some changes. Comparing iPhone tear-downs for the iPhone 3GS and new 4S provided by Fixit, we see that TriQuint lost content share to Skyworks when Apple moved from the iPhone 3GS to the iPhone 4....366 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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