| 2017-09-22 11:03:54|
AVGO, SWKS… 11:03 09/22 09/22/17
Broadcom, Skyworks still 'well represented' in iPhone 8, says KeyBanc
KeyBanc analyst John Vinh said the results of iFixit's teardown of Apple's (AAPL) newly available iPhone 8 were "largely in line" with his expectations. The number of Broadcom (AVGO) RF chips decreased to one from three, but he still anticipates RF content increased as the RF chip appears larger. Also, the Wi-Fi/Bluetooth module likely is using a Broadcom combo chip, he thinks. Skyworks (SWKS) also remains "well represented" in the new device, he added.