Apple's New iPad: Chip Winners and Losers
NEW YORK. (
) - With
Apple's
(AAPL) - Get Report
set to hit U.S. stores on Friday, the first 'teardown' of the device reveals which component makers are the big
.
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
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) - Get Report
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
to 4G networks, Qualcomm previously provided a power management chip and a transceiver for the
Verizon
(VZ) - Get Report
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) - Get Report
,
Cirrus Logic
(CRUS) - Get Report
,
Fairchild Semiconductor
(FCS)
,
Avago
(AVGO) - Get Report
,
Toshiba
,
Elpida
(ELPDF)
and
Skyworks Solutions
(SWKS) - Get Report
, which has a front-end module in the tablet.
, however, had two power amplifier modules within the Verizon CDMA version of the iPad 2 and three transit modules in the AT&T iPad 2, according to
.
Shares of the Woburn, Mass.-based firm closed up 56 cents, or 2.02%, at $28.29 on Thursday.
TriQuint
(TQNT)
also has a power amplifier module in the next-generation iPad, but this is one component less than the company had in the
AT&T
(T) - Get Report
GSM version of the iPad 2.
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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