Breaking news out of Taiwan: According to Taiwanese business rag Economic Daily News, Apple
Among other notable changes, Marvell Technology
Last but not least, a separate rumor says that Samsung is moving its Galaxy S smartphones to standard LCD screens soon or maybe putting the entire product line on hold. Why? Because Apple allegedly wants all the OLED capacity Samsung can muster for the iPhone. I had expected a move like that around next summer, because that's when Samsung increases its OLED manufacturing capacity tenfold by opening a massive new factory. But it does make sense for Apple to secure a screen supply well in advance of actually shipping product. Apple seems to have skipped that step with some parts for the white iPhone this year, and you still can't get your hands on that model.
Altogether, this is potentially bad news for Cirrus and AT&T; great tidings for Wolfson and Marvell; good but not terrific for Qualcomm; and the next iPhone is shaping up to be the most impressive package yet. The obvious demand for OLED screens is also a catalyst of epic proportions for OLED technologist Universal Display
Buy on the rumor, sell on the news -- or do you have a different strategy in mind to play these juicy tidbits? Share your thoughts in the comments below.