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Experts Found Something Interesting In Apple's iPhone SE

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Experts Found Something Interesting In Apple's iPhone SE

Apple Inc. (NASDAQ: AAPL) officially released its new iPhone SE on Thursday, and Chipworks has already performed a preliminary teardown of the gadget.

Following the launch, Raymond James analysts J. Steven Smigie and Vincent Celentano shared some initial assessments, focused on parts of the phone that come from companies in the firm’s coverage universe.

Teardown: Positive Surprise For Skyworks

The experts at Chipworks could identify a few RF components. Among them was Skyworks Solutions Inc (NASDAQ: SWKS)’s SKY77611 power amplifier module. This is seen as a positive for the company, since the analysts had previously conceived its tone regarding content on the SE as “cautious.”

Related Link: New Tesla Or New iPhone?

Another part identified was the EPCOS D5255 antenna switch module, which likely now falls under the QUALCOMM, Inc. (NASDAQ: QCOM) - TDK joint venture.

Other components of the iPhone SE included:

  • Broadcom Ltd (NASDAQ: AVGO)’s BCM5976 touch screen controller.
  • NXP Semiconductors NV (NASDAQ: NXPI)’s NFC and secure element.
  • Texas Instruments Incorporated (NASDAQ: TXN)’s power management IC and touch screen controller.

Of note, Analog Devices, Inc. (NASDAQ: ADI) was left out of the list. “As expected, the iPhone SE did not contain 3D Touch. We expect ADI will have its force touch technology on the iPhone 7,” the report added.

Latest Ratings for AAPL

DateFirmActionFromTo
Aug 2019Initiates Coverage OnEqual-Weight
Jul 2019MaintainsHold
Jul 2019MaintainsBuy

View More Analyst Ratings for AAPL
View the Latest Analyst Ratings

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