Tuesday, October 2, 2012

TQNT, AVGO, SWKS, QCOM Rise On iPhone 4S Teardown

Stars of Apple’s (AAPL) iPhone 4S, that’s what Qualcomm (QCOM), Triquint Semiconductor (TQNT), Skyworks Solutions (SWKS), and Avago Technologies (AVGO) are this morning.

iFixit, the California repair shop that’s made a name for itself tearing apart all of Apple’s latest gear, got its hands on an iPhone 4S already and has posted its dissection of the device. The “tear-down” reveals an Avago “ACPM-7181″ model power amplifier mean for “wide-band CDMA,” or WCDMA, cellular connections.

The examination also reveals a couple of Triquint parts, which iFixit has identified as the “TQM9M9030,” a “multi-mode quad-band power amplifier”; and what looks like a Skyworks power amplifier, part 77464-20. Qualcomm’s “RTR8605″ RF transceiver is in there, and on the reverse side of the board is Qualcomm’s “MDM6610″ cellular baseband chipset.

Triquint shares are the biggest gainer today among the three, up 80 ends, or 13.5%, at $6.77, while Qualcomm shares are up 16 cents at $52.20 and Avago stock is up 69 cents, or 2%, at $34.35.

iFixit’s close-up of the iPhone 4S’s logic board, showing Avago’s (green) chips, Qualcomm’s (orange), Skyworks’s (yellow), and some unidentified Triquint chips nestled amongst them.

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