Apple (AAPL) chip suppliers stumbled Thursday on Wall Street amid reports that, despite record iPhone 6S series shipments, the smartphone giant had stepped down its Q4 intelligence-chip orders. Digitimes.com reports “a major analog IC supplier” disclosed that Apple slightly lowered its demand for iPhone supplies in December. Sinking chip demand would sock Avago Technologies (AVGO), Skyworks Solutions (SWKS), Qualcomm (QCOM), Qorvo (QRVO) and
Apple (AAPL) chipmaker Qorvo (QRVO) will be a quick casualty of slackening iPhone demand in China, a Pacific Crest analyst wrote Monday as he chopped the stock’s price target and shares dwindled on Wall Street. Skyworks Solutions (SWKS) and Avago (AVGO), on the other hand, will be the clear winners of the Apple battle in China, Pacific Crest analyst John Vinh wrote in a research report. Vinh’s report comes on the heels of more than 13 million
If your new iPhone 6S is pink, it might be because it’s blushing. A teardown by iFixit on Friday — the day of the iPhone 6S launch — reveals the usual suspects but notes no major content increases from Apple (AAPL) chip suppliers Avago (AVGO) and Qorvo (QRVO), according to Mizuho Securities analyst Vijay Rakesh. “Overall the teardown results appear in line,” he wrote in a research report. “Content at Skyworks Solutions (SWKS) is up on the (iPhone)