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Qualcomm (QCOM) and Broadcom (BRCM) have begun producing 4G baseband and Wi-Fi chips,...

Qualcomm (QCOM) and Broadcom (BRCM) have begun producing 4G baseband and Wi-Fi chips, respectively, for the next-gen iPhone (AAPL) via TSMC's (TSM) 28nm process, Digitimes reports. OmniVision (OVTI), STMicroelectronics (STM), Texas Instruments (TXN), and NXP (NXPI) are also said to be ramping production of next-gen iPhone chips. It's added TSMC's 28nm supply constraints, exacerbated by Nvidia's (NVDA) significant needs, continue to be a problem.
Comments (1)
  • I'm expecting a surge in smartphone purchases at the end of this year and over the first two quarters of next year, based upon the introduction of many new smartphones, and a slightly improving economy in several areas of the world.

     

    http://seekingalpha.co...

     

    That should place component makers on a path to even higher revenues, though I expect the highest gains will occur in 2014, then taper off towards 2015, and reach a peak in 2016.
    15 Jun 2012, 02:17 PM Reply Like
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