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The next iPhone (AAPL) could single-handedly account for 4.4% of the chip industry's 2013 sales,...

The next iPhone (AAPL) could single-handedly account for 4.4% of the chip industry's 2013 sales, says RBC's Doug Freedman, who estimates 171.7M units will be sold next year. Among the expected beneficiaries: Qualcomm (QCOM), whom Freedman thinks will obtain $18 per iPhone shipment; Broadcom (BRCM), expected to get $6.50/iPhone; and SanDisk (SNDK), expected to get $9.50/iPhone if its NAND flash chips are used (previous).
Comments (5)
  • SNDK is 10% of my holdings. I guessed that SNDK WAS THE PLAY, based upon Tim Cook's comments in Apple's April earnings call. I hope that I am correct. In two days, we will know.
    10 Sep 2012, 08:27 PM Reply Like
  • Yep, in two days all the bets will pay off hopefully.
    10 Sep 2012, 09:58 PM Reply Like
  • I like QCOM, have been long since 2010.
    10 Sep 2012, 08:41 PM Reply Like
  • The price level for NANDflash memory from SNDK seems a bit low, based upon research by Nomura.

     

    http://seekingalpha.co...

     

    BRCM and QCOM component estimates are close to Nomura research figures, though slightly lower. I would guess that large orders, like from AAPL, would get discounts, though I don't think any company would give a 50% discount on components.
    10 Sep 2012, 08:42 PM Reply Like
  • Let the EPS roll.
    11 Sep 2012, 07:02 AM Reply Like
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