NEW APPLE IPAD SEMICONDUCTOR INVESTMENT PLAYS

Twitter
LinkedIn
Facebook

Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components inside. This time the winner is iFixit. iFixit reports the following components inside the new iPad.

Texas Instruments (TXN) CD3240 driver device

Broadcom (BRCM) BCM4330 802.11a/b/g/n MAC/baseband/radio with integrated Bluetooth 4.0+HS and FM transceiver; 2 x 4Gb; BCM5974 microprocessor; BCM5973 I/O controller

–Elpida LP DDR2 = 1 GB DRAM in separate packages in a 64-bit configuration

–Fairchild Semiconductor International (FCS) FDMC 6683

–Apple 338S0987, Cirrus Logic (CRUS) Logic audio codec

–Qualcomm (QCOM) PM8028 Power Management IC;  RTR8600 multi-band/mode RF transceiver for 3G and 4GLTE bands

–Toshiba Y0A0000 Memory MCP

–Triquint Semiconductor  (TQNT)TQM7M5013quad-band linear power amplifier module

–Avago (AVGO) A5904

–Skyworks (SWKS) SKY77468-17 front-end module

Elpida has filed for bankruptcy.  Toshiba is a very large firm and inclusion of its memory in the new iPad has no material impact.

Our 30 years of experience has shown that the way to make money is to focus on disparities between market participants’ expectations and the reality.

On the surface, it seems that Broadcom is a big winner, but most of the Apple impact is already discounted in the stock.  Broadcom is also up against stiff technical resistance. The stock is a buy either on a significant pull back or on a break out from the resistance.

Components from Qualcomm in the new iPad are as expected….Read more at Forbes

Subscribe to 'Generate Wealth'

Free Forever

More To Explore

30 Day Free Trial

Cancel within 30 days and you owe nothing

When you take a FREE 30 day trial, you get access to powerful techniques used by billionaires and hedge funds to grow richer. You can continue to use these powerful techniques to grow richer even if you cancel your subscription. You come out ahead by subscribing no matter how you look at it.

A fortune is to be made from AI stocks.
Get the list of 18 AI stocks to grab your share of the profits — no cost to you.

A fortune is to be made from AI stocks.

Get the list of 18 AI stocks to grab your share of the profits.

AI is a $1 Trillion Market

Making A Fortune
In Artificial Intelligence

Golden Age of Artificial Intelligence

Skip to content