Skyworks and STMicro Among Winners as Apple iPhone XS Teardowns Arrive [TheStreet.com]
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Source: TheStreet.com
The first iPhone XS and XS Max teardowns are out, and they contain good news for at least a few chip suppliers. As usual, electronics repair website iFixit and research firm TechInsights have taken apart Apple's ( AAPL ) latest flagship iPhones, and shared plenty of photos of their work on the phones' launch day. When able to, each firm identified the chips and chip packages that they spotted. Among the things spotted by iFixit : Four chips/packages from RF chip giant Skyworks ( SWKS ) . That's being taken by analysts as a sign that Skyworks gained RF share with this year's iPhones. Notably, this discovery comes after Broadcom ( AVGO ) confirmed that it would lose some RF share with this year's iPhones -- the company asserts it's still well-positioned to grow its RF content in future years -- and after analyst reports that indicated Qorvo ( QRVO ) , rather than Skyworks, would be the main beneficiary of Broadcom's share loss. Apple is a holdin
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