http://biz.yahoo.com/seekingalpha/070702/39927_id.html?.v=1&printer=1=============================================================================Analysts at RBC Capital Markets and Portelligent research broke open the iPhone and got an unprecedented peek at its bowels. Their findings are sure to be of great interest to chip, memory and display technology investors. Here's what they found: (1) No Intel inside. No surprise here; investors had been warned in advance that iPhone's main processor would not be made by Intel. Samsung got the nod on the core chip; its design is owned and licensed by ARM Holdings. (2) Intel does make the iPhone's 32-megabit flash memory. (3) I/O chip: Broadcom. (4) Power management: Texas Instruments, Linear Technology and Philips (NYSE: PHG - News). (5) WiFi: Marvell. (6) Camera sensor: Micron. (7) Front-end power amplifier: Skyworks. (8) Display driver: National Semiconductor may be its supplier. (8) Touch screen: German manufacturer Balda. (9) Wireless components: Infineon, RF Micro Devices. (10) Orientation sensor: ST Microelectronics. Portelligent research's David Carey estimates the cost of the iPhone's materials is about $200 for the 4-gigabyte version ($499) and $220 for the 8-gigabyte model ($599); his estimates exclude final assembly costs.Sources: TheStreet.com, Business WeekCommentary: That $599 iPhone Costs $220 To Make [TechCrunch], iPhone Consumers Prepare For Teardown • iPhone Plays holdings [Stockpickr]Stocks/ETFs to watch: Apple Computer Inc. (NasdaqGS: AAPL - News), ARM Holdings plc (NasdaqGS: ARMHY - News), Infineon Technologies AG (NYSE: IFX - News), Marvell Technology Group (NasdaqGS: MRVL - News), Texas Instruments Inc. (NYSE: TXN - News), National Semiconductor Corp. (NYSE: NSM - News), Broadcom Corp. (NasdaqGS: BRCM - News), Intel Corp. (NasdaqGS: INTC - News), Synchronoss Tech (Nasdaq, SNCR)Micron Technology Inc. (NYSE: MU - News), Skyworks Solutions Inc. (NasdaqGS: SWKS - News), Koninklijke Philips Electronics N.V. (NYSE: PHG - News), Linear Technology Corp. (NasdaqGS: LLTC - News), RF Micro Devices Inc. (NasdaqGS: RFMD - News), ST Microelectronics N.V. (NYSE: STM - News)=============================================================================http://texyt.com/iphone+manufacturer+supplier+assembler+not+apple+00113iPhone Primary Contractors - a partial list Software and design Apple USA WIFI Chip Marvell USA Touch screen control chip Broadcom USA CMOS chip Micron USA NOR Flash ICs Intel, SST USA Display Driver chip National Semi, Novatek US, TW Activation SoftwareAssembly Foxconn?, Quanta, Unknown Taiwan TFT-LCD Screen Sanyo Epson, Sharp, TMD Japan Video processor chip Samsung Korea Touch screen overlay Balda Germany Bluetooth chip Cambridge Silicon Radio UK Chip manufacture TSMC, UMC Taiwan Baseband IC Infineon Technology Germany Case, Mechanical parts Catcher, Foxconn Tech Taiwan Camera lens Largan Precision Taiwan Camera module Altus-Tech, Primax, Lite On Taiwan Battery Charger Delta Electronics Taiwan Timing Crystal TXC Taiwan Passive components Cyntec Taiwan Connector and cables Cheng Uei, Entery Taiwan
