- On cue, iFixit has posted an iPhone 5S teardown shortly after Apple's latest flagship device went on sale.
- Though no motion sensor supplier is named, Barclays says its initial analysis suggests STMicroelectronics (STM) held onto the gyroscope slot, albeit while adding the evidence isn't conclusive. InvenSense (INVN), expected by many to take the slot, is down 4.3% premarket.
- Parts that are mentioned include a Broadcom (BRCM) Wi-Fi/Bluetooth combo chip and touchscreen controller, a Sony (SNE) rear image sensor (in the past, Apple has used a dual-supplier strategy featuring Sony and OVTI), a Qualcomm (QCOM) baseband modem, RF transceiver, and power management IC, a TriQuint (TQNT) power amplifier module, and two amplifier modules apiece from Skyworks (SWKS) and Avago (AVGO).
- Though the combo chip win was widely expected, Broadcom investors appear relieved about the touchscreen controller win, given rumors Renesas had taken the slot. BRCM +2.4% premarket. TQNT +1.8%.
Broadcom rises, InvenSense falls as 5S teardown arrives
Sep 20 2013, 09:24 ET