Meet iPhone's A-Team Suppliers

Sales of the iPhone started Friday and analysts say that the debut topped expectations. Piper Jaffray analyst Gene Munster counted 500,000 phones sold, more than twice his projection of 200,000. JPMorgan analyst Bill Shope figures that 312,000 iPhones were sold.

As TheStreet.com reported, a first-day sell out would probably mean at least 400,000 phones flew out the door. That kind of volume translates to more than $200 million in one-day revenue for Apple, which has said it plans to recognize the iPhone proceeds over a two-year period.

For AT&T (T Quote), the exclusive provider of the iPhone's wireless service, each sale means a two-year subscriber contract and a $35 activation fee.

In afternoon trading Monday, Skyworks was up 24 cents to $7.59, Broadcom was adding 40 cents to $29.65 and Texas Instruments increased 27 cents to 37.90. Meanwhile, Micron shares slid 15 cents to $12.38, National Semi was down 12 cents to $28.15 and Marvell was off 27 cents to $17.94.