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Fly News Breaks for March 4, 2019
SSNLF, KN, QCOM, CRUS
Mar 4, 2019 | 09:02 EDT
Susquehanna analyst Christopher Rolland disassembled the Korean version of Samsung's (SSNLF) Galaxy S10 and he found Cirrus Logic (CRUS) won the new amplifier sockets as well as maintaining their codec in the Exynos version. The analyst found Qualcomm (QCOM) has won the under-glass fingerprint sensor, apparently for all designs, not just those using a Qualcomm AP. He said this is a new source of revenue for Qualcomm. He noted the big loser was Knowles (KN) because traditionally Samsung used microphone MEMS from Knowles but in the GS10 not one but two microphones are supplied by GoerTek.
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