Tag Archives: avgo

Apple Slices Below 200-Day On iPhone Production Cuts Report

Apple ( AAPL ) stock slid Friday on a report that it will continue its reduced production of iPhones in the April-June period in light of sluggish sales. Nikkei Asian Review said it learned of the extension of lower production from parts suppliers who were notified of the plan. Apple fell 2% to 109.85 on the stock market today , falling back below the 200-day moving average. Shares of Apple chip suppliers Broadcom ( AVGO ),  Cirrus Logic ( CRUS ) and Skyworks Solutions ( SWKS ) traded lower on the news. Broadcom lost 2.1% and Skyworks 2.2%, while Cirrus fell 0.4%. Apple has been dogged by reports of production cutbacks related to slow sales of its flagship iPhone 6S series smartphones. Apple lowered production for the January-March quarter by about 30% from the year-earlier period. And it decided to maintain the reduced output level in the current quarter, Nikkei Asia Review said . Apple has forecast its first year-over-year decline in iPhone unit sales for the March quarter. It is scheduled to report fiscal Q2 results on April 25. On Thursday, investment bank Canaccord Genuity predicted that iPhone sales will decline for three straight quarters before getting a boost from the iPhone 7 launch this fall. RELATED: How Much Will Apple Increase Its Dividend, Stock Buybacks?

Apple Deflates iPad Pro, Taps Broadcom, NXP To Lead Smaller Device

Apple ( AAPL ) deflated its iPad Pro but didn’t skimp on the 9.7-inch machine’s specs, according to an iFixit teardown that found NXP Semiconductors ( NXPI ) and Broadcom ( AVGO ) among the device’s winners. But the second-generation iPad Pro , which Apple unveiled last month, only scored a 2 out of a best-possible 10 in repairability. Meanwhile, LG’s flagship G5 scored an 8, featuring hardware from Qualcomm ( QCOM ), Skyworks Solutions ( SWKS ) and Samsung.   How healthy is Apple and its key chipmakers? Find out at IBD Stock Checkup Apple “went back to the drawing board” in its smaller iPad Pro. NXP topped the chip count, providing three for the machine: the Touch ID second, a controller and a charging component. Two Broadcom chips returned from the 12.9-inch iPad Pro, and InvenSense ( INVN ) and Maxim Integrated Products ( MXIM ) both provided a chip apiece. Apple’s A9 processor also made a repeat appearance. Samsung and SK Hynix provided RAM and flash memory chips, respectively. But iFixit was especially enamored by the LG G5, which separates itself from other flagship phones by offering an easily removed — and therefore replaced — battery. LG unveiled the device in February. Qualcomm topped the G5 with six chips, including the processor and two power management chips. The chipmaker also supplied charging, audio codec and LTE transceiver chips. Broadcom and Skyworks Solutions each provided two chips, leading NXP, which supplied a controller. LG tapped Samsung for both RAM and flash memory. In midday trading on the stock market today , shares of Qualcomm and NXP were up nearly 1% and more than 1%, respectively. Shares of Maxim and Broadcom were up a fraction, while Skyworks stock was down a fraction.

Apple iPhone SE Teardown: Qualcomm, Qorvo Lead But Skyworks Gains

Chipmakers Qualcomm ( QCOM ) and Qorvo ( QRVO ) topped content in Apple ’s ( AAPL ) newly launched iPhone SE, but Skyworks Solutions ( SWKS ) and Texas Instruments ( TXN ) gained new chips in the 4-inch smartphone, a Chipworks teardown found Thursday. Apple’s iPhone SE is “the most powerful 4-inch phone ever,” the smartphone giant says. It was unveiled March 21 and began shipping today, the same day Tesla Motors ( TSLA ) began taking orders for its less expensive Model 3 . Researchers with Chipworks and iFixit classified the iPhone SE, the first to not have a number in its name, as the iPhone 6S squeezed into the iPhone 5S body. “There are very few new parts, but that hardly means there is no innovation,” Chipworks wrote. But Apple engaged in “serious economical re-use” of many radio-frequency (RF) chips, excepting the Skyworks and Texas Instruments additions. New to the iPhone SE, Skyworks gained a power amplifier module and Texas Instruments earned a power management chip. Privately-held Toshiba and Epcos made new appearances with a flash-memory chip and an antenna switch module. A new power management chip could also be an Apple-Dialog Semiconductor mash-up, Chipworks wrote. Qualcomm and Qorvo each have four chips in the phone, leading Skyworks, which contributed three iPhone SE chips. Broadcom ( AVGO ) and Cirrus Logic ( CRUS ) each supplied two chips. Texas Instruments, NXP Semiconductor ( NXPI ) and InvenSense ( INVN ) all brought one apiece to the table. The A9 processor was supplied by Taiwan Semiconductor Manufacturing ( TSM ), in this particular phone. But Apple dual-sourced the A9 in the iPhone 6S, splitting share between Taiwan Semiconductor and Samsung. Samsung reportedly has since said that it would yield the A10 processor to Taiwan Semiconductor. The A10 processor is scheduled to make its debut in the iPhone 7, likely to be launched in September.