Michael Church

iPhone Suppliers: Broadcom's In, Nvidia's Out

Mosys. A company i have highlighted on here before, could be a potential candidate. Their technology would be a great fit for a graphics intensive phone like the iphone. I would only be speculating on this. But there is some evidence, as management has continually mentioned its value proposition regarding high volume, high end consumer phones. Not to mention and outstanding and rather large contract with fujitsu. The details of this deal have yet to be released, no mention of what product, other than a "grpahics intensive, high volume consumer product". And that the contract was of similar size and scope as their Nintendo Wii contract. Its interesting food for thought. But again, im jsut speculating...