Seeking Alpha

InvenSense, NXP, Synaptics, Maxim among S5 winners; display praised

  • An early teardown (translation) of Samsung's (SSNLF) Galaxy S5 has turned up the same 6-axis InvenSense (INVN) motion sensor found in the Note 3. The InvenSense part displaces the STMicroelectronics (STM) motion sensor found in the S4.
  • Multiple Maxim (MXIM) power ICs were also uncovered. Though Barclays thinks Maxim lost the gesture IC slot it had in the S4 to rival AMS, it nonetheless thinks its dollar content grew ~10% (previous).
  • An NXP (NXPI) NFC controller/secure element displaced the Broadcom (BRCM) NFC chip that went into the S4; Barclays estimates the design win will be worth $50M-$60M to NXP, assuming average content of $1. Broadcom is still expected to get $4/unit for supplying the S5's Wi-Fi/Bluetooth combo chip.
  • Synaptics (SYNA) is believed to have the S5's touch controller slot and (though not revealed in the teardown) its fingerprint/swipe sensor slot. The company's S4 touch controller win delivered a windfall.
  • Though a Skyworks (SWKS) power amplifier module and discrete amplifier were found, and a Wi-Fi filter is believed to be present, Barclays thinks Skyworks' content share likely fell, thanks to the absence of Wi-Fi switch/LNA content. It also thinks the total value of the S5's Wi-Fi RF content is lower due to Broadcom's use of internal power amplifiers (possibly a negative for S4 supplier ANAD).
  • Separately, DisplayMate calls the S5's OLED display "the best-performing smartphone display we have ever tested," after doing an in-depth analysis. The display's color accuracy, brightness, ambient lighting performance, and power efficiency all receive high marks. OLED materials/tech supplier Universal Display (OLED) will be happy to hear that.
Comments (10)
  • JeffreyHF
    , contributor
    Comments (237) | Send Message
     
    Funny, but you omitted the greatest winner, Qualcomm. They have the CPU, the modem, and a device royalty.
    31 Mar 2014, 06:59 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (999) | Send Message
     
    Qualcomm is definitely a winner, but one that was disclosed on launch day. Also, their S4 content share was already pretty big. I'd like to see more details on which of their complementary chips were designed into the S5 (power management IC, RF transceiver, etc.).

     

    http://seekingalpha.co...
    31 Mar 2014, 07:04 PM Reply Like
  • Jack Baker
    , contributor
    Comments (964) | Send Message
     
    There are no winners if the phone doesn't sell well. All the reviews I have read are not too good. Where's the innovation? So far this phone had been met with a big YAWN.
    31 Mar 2014, 07:42 PM Reply Like
  • chopchop0
    , contributor
    Comments (3956) | Send Message
     
    Can't imagine it will be more a of letdown than the late-to-market >5" Iphone 6.
    31 Mar 2014, 10:12 PM Reply Like
  • Jack Baker
    , contributor
    Comments (964) | Send Message
     
    The iphone 6 will sell 5 times more units than the Galaxy 5. How will that be construed as a let down?
    1 Apr 2014, 07:53 PM Reply Like
  • chopchop0
    , contributor
    Comments (3956) | Send Message
     
    A bit preposterous to start making predictions like that, don't you think? Like those AAPL perma-bulls saying that $1000 wasn't far away after it hit $700 in anticipation of the "ground-breaking" IPhone 5.
    1 Apr 2014, 10:21 PM Reply Like
  • Jack Baker
    , contributor
    Comments (964) | Send Message
     
    Not preposterous at all given that Apple historically has sold 3 times more iPhone's than galaxies and that Apple sold more iPhone 5c's in q4 2013 than galaxies alone.
    2 Apr 2014, 09:19 PM Reply Like
  • TaylorMill
    , contributor
    Comments (168) | Send Message
     
    Does it raise anyone's suspicion that this reporting is based on a teardown from a Russian website with translation via Google Translate function? It seems like a bona fide s4 would not have been released for teardown though I do understand some devices have been pre-released to some parties for reviews. Just seems a little premature to put much confidence in this.
    31 Mar 2014, 08:39 PM Reply Like
  • Eric Landis
    , contributor
    Comments (1459) | Send Message
     
    Nice to see NXPI on the list, should give another boost to shares.
    31 Mar 2014, 10:50 PM Reply Like
  • Stock Doctor
    , contributor
    Comments (259) | Send Message
     
    Anadigics specifically specified in last earnings call that they were designed into the Broadcom wifi reference design
    31 Mar 2014, 11:34 PM Reply Like
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