3G iPhone’s Top 5 Component Beneficiaries

The 3G iPhone is out. Besides Apple, who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital.

Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

QualComm: The Aftermath

By Vijay Nagarajan, Guest Author In the article “QualComm: Legal Battles Galore”, we reviewed the lawsuits that the company faced and also traced their genesis. In this article, we will look into the impact of these law-suits on QualComm (QCOM). There was definitely some action following these rulings – Verizon (VZ) signed an unprecedented agreement

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iPhone’s Component Ecosystem: Synthesis

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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iPhone’s Inside Beneficiaries

The first few attempts at understanding the guts of the iPhone have started emerging. Here are 2 pieces that take a crack at the topic from EETimes and TechOnline. Key points on the iPhone’s components are below:

iPhone and What’s Coming: Synthesis

Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors

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iPhone and the Future of Marvell

“Apple plans to sell its iPhone through an exclusive marketing agreement with AT&T’s Cingular Wireless unit. While Cingular’s data network is woefully slow, the Wi-Fi feature will give the mobile phone high speed data capability when users can find Wi-Fi hotspots. To date, cell phone service providers have been reluctant to introduce mobile phones with

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