Apple's New iPad: Chip Winners and Losers
An expert from the ifixit.com gadget Web site traveled to Australia to grab an iPad when they went on sale in the country on Thursday, U.S. time. The resulting teardown reveals that chip maker Broadcom(BRCM) has three components within the device. In addition to an FM transceiver chip, the Irvine, Calif.-based firm also has an I/O controller and a microprocessor in Apple's latest tablet.
Shares of Broadcom, which also has three chips within the Wi-Fi version of the iPad 2, closed up 90 cents, or 2.44%, at $37.75 on Thursday.
As expected, Qualcomm(QCOM) is also an iPad winner, with a power management chip lurking inside the tablet, as well an RF transceiver for 3G and 4G LTE and a wireless modem. Widely regarded as one of the best positioned companies for the push to 4G networks, Qualcomm previously provided a power management chip and a transceiver for the Verizon(VZ) CDMA version of the iPad 2.
Qualcomm's stock closed up 10 cents, or 0.15%, at $65.21 on Thursday.
Other companies with coveted slots in the new iPad include Texas Instruments(TXN) , Cirrus Logic(CRUS) , Fairchild Semiconductor(FCS) , Avago(AVGO) , Toshiba, Elpida(ELPDF) and Skyworks Solutions(SWKS) , which has a front-end module in the tablet.
Shares of the Woburn, Mass.-based firm closed up 56 cents, or 2.02%, at $28.29 on Thursday.
Shares of TriQuint ended Thursday up 14 cents, or 2.15%, at $6.66.
--Written by James Rogers in New York.
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