In keeping with company tradition, the Apple
Apple repair shop iFixit has already torn an iPhone 4 apart and passed the results on to the silicon analysts of Chipworks, so we have a pretty clear idea of who the winners and losers are in this iPhone generation.
The iPhone 3GS contains a lot of Infineon chips for important functions like the GPS satellite receiver and the GSM radio chip that interfaces with the AT&T
Another big win comes courtesy of the phone's camera, which most likely depends on Omnivision Technologies
Finally, the iPhone 4 has a much more compact circuit board design than the 3GS. Apple's suppliers are cramming more functionality into fewer chips; for example, Texas Instruments
Apple moved nearly 9 million iPhone units last quarter, and the iPhone 4 is expected to roar into action with 2 million to 3 million phones shifted the opening weekend alone. With volume like that, it's a big deal for chip designers to make it onto these circuit boards.
Which chip chopper should send the biggest fruit basket to thank Apple for the iPhone 4 opportunity? My vote goes to Skyworks; discuss your picks in the comments below.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. You can check out Anders' holdings and a concise bio if you like. Apple is a Motley Fool Stock Advisor choice. Try any of our Foolish newsletter services free for 30 days. Our Foolish disclosure policy will take your call right after it finishes this delicious orange mocha Frappuccino.
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