Apple iPhone 5 Winners: Skyworks, Avago
An early "teardown" of the device performed in Australia by ifixit.com shows big wins for companies such as Skyworks Solutions (SWKS) , which has two power amplifiers within the iPhone 5. Skyworks had one power amplifier within the iPhone 4S, according to the gadget Web site.
Avago (AVGO) has a power amplifier module within the new iPhone, along with a duplexer module, increasing its presence within the smartphone. Last year's teardown of the iPhone 4S revealed one of the company's power modules within the device.
Qualcomm (QCOM) provides a power management chip, an LTE modem and an RF Transceiver for the new Apple phone, continuing its strong partnership with Apple. The San Diego-based chipmaker, which is seen as one of the key beneficiaries of the push to LTE, had an RF transceiver in the iPhone 4S, a wireless chip, and a power management chip.
TriQuint (TQNT) , which also featured in the iPhone 4S, has a power amplifier/duplexer module within the iPhone 5, according to ifixit.com.
Apple shares rose 0.72% to $703.6 before market open, while Skyworks was up 3.62% to $24.9. Shares of Qualcomm were up 0.62% to $64.75.
--Written by James Rogers in New York.