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Friday, Sep 21
2012, 1:08 PM
After getting bludgeoned yesterday due to disappointing guidance, analyst day comments, and...
After getting bludgeoned yesterday due to disappointing guidance, analyst day comments, and rumors of iPhone 5 content loss, Skyworks (SWKS +5.5%) is bouncing after teardowns reveal the chipmaker is supplying 2 of the 5 power amplifier modules found in Apple's latest phone, along with a Wi-Fi front-end chip. That's not a best-case result, but better than many feared. Barclays estimates Skyworks will generate ~$3 per iPhone 5 unit, Avago (AVGO +5.6%) $2.40-$2.70/unit, and TriQuint (TQNT -0.6%) ~$1.40/unit.