Apple's New iPad: Chip Winners and Losers
By James Rogers - 03/16/12 - 6:00 AM EDT
NEW YORK. (TheStreet) - With Apple's
new tablet set to hit U.S. stores on Friday, the first 'teardown' of the device reveals which component makers are the big iPad winners.
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
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
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
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
, Cirrus Logic
, Fairchild Semiconductor
, Toshiba, Elpida
and Skyworks Solutions
, which has a front-end module in the tablet.
Skyworks, 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 ifixit.com.
Shares of the Woburn, Mass.-based firm closed up 56 cents, or 2.02%, at $28.29 on Thursday.
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
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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