Avian's Blaine Carroll cuts his Q2 estimates for RF component vendors Skyworks (SWKS +1.6%) and...

|About: Skyworks Solutions, Inc. (SWKS)|By:, SA News Editor

Avian's Blaine Carroll cuts his Q2 estimates for RF component vendors Skyworks (SWKS +1.6%) and TriQuint (TQNT +1.9%) out of a belief iPhone (AAPL) builds are weak. Carroll thinks only ~20M iPhones were built in the June quarter, down from a prior estimate of 25M and below iPhone sales forecasts of 28M-30M, due to Europe's problems and next-gen iPhone anticipation. Other suppliers with heavy iPhone exposure: CRUS, AVGO, BRCM, QCOM. (also)