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Who's Inside the iPhone 5? Skyworks, TriQuint, and Avago Make the Cut

Eric Bleeker
September 21, 2012

Whenever a new Apple (Nasdaq: AAPL  ) device gets into consumers' hands, the main attraction for chip investors isn't the phone itself, but the chance to rip the phone apart and see which chip companies made the cut.

With iPhone sales set to explode over the holiday season and researcher IHS reporting that Apple will buy $28 billion worth of semiconductors this year (well ahead of No. 2 Samsung), getting into Apple products is extremely important for a number of companies. Let's take a look at some companies appearing in today's morning teardowns.

Let's check on the winners
(Nasdaq: SWKS  ) tumbled 18% yesterday for, ahem, hitting the top end of its guidance, which stoked fears that it could be losing content in the iPhone 5 or, possibly, that optimism over the size of the company's iPhone sales ramp had gotten out of hand.

The radio frequency, or RF, space can see shifts between suppliers, but Skyworks once again has some nice content in the iPhone. Chipworks notes that the company has a GSM power amp, a CDMA power amp, and some