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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 180.90

+2.1%

Oct 31 9:30 AM EST

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From: Jim Mullens	9/21/2014 11:27:09 AM
	4 Recommendations Recommended By delmarkid JeffreyHF manning18 matherandlowell of 196409

Teardown . COM - iPhone6 Teardown with QCOM Listed Components Snips>>>>>>>>>>>>>>> + Preliminary analysis of the iPhone 6 Plus estimates it costs $242.50 USD to build - an increase of about 15% more than the iPhone 5S. The estimated combined cost of Apple's new A8 processor and Qualcomm's MDM9625M modem account for $59.50 of the preliminary CoG, while the 5.5" display / touchscreen assembly costs another estimated $51.00. For the iPhone 6 the preliminary display / touchscreen cost about $41.50 with the iPhone 6 total CoG to be approximately $227.00. + Qualcomm makes their appearance in a few places, but not as a total RF solution. The baseband support for both Apple iPhone 6 devices is from Qualcomm's Gobi Modem product line- the MDM9625M, with RF transceiver and RF receiver roles being supported by their WTR1625L and WFR1620 ICs respectively. The only other RF support we see from Qualcomm is with their power envelope tracking IC, the QFE1100. As for the other RF functions such as the RF antenna switches and power amplifiers, Apple once again uses multiple manufacturers like RFMD, Murata, Avago, and Skyworks. Based on our quick analysis, this is the same RF design strategy Apple used on the iPhone 5, iPhone 5S, and iPhone 5C. Major Component List / Design Wins ......* $ from another chart within report Major Component List / Design Wins o Skyworks SKY77356-8 Power Amplifier Module o Avago ACPM-8020 Power Amplifier Module o RF Micro Devices RF5159 Antenna Switch o Avago ACPM-8010 Power Amplifier Module o Skyworks SKY77802-23 Power Amplifier Module o TriQuint TQF6410 Power Amplifier Module (possibly includes switch) o *Qualcomm QFE1100 Envelope Power Tracker…………………………………….$* o **Qualcomm MDM9625M Baseband Processor………………………………..……$27.50*** o Bosch Sensortec BMA280 3-Axis Accelerometer MEMS o InvenSense MPU-6700? 6-Axis Gyro and Accelerometer MEMS o Apple A8 / APL1011 Applications Processor o Micron EDF8164A3PM-GD-F 1 GB LPDDR3 SDRAM Memory o RF Micro Devices RF1331 RF Antenna Tuner o NXP Semiconductor PN548 NFC Controller w/ Secure Element Chip o Apple / Texas Instruments 343S0694 / ? Touchscreen Line Driver o SK Hynix H2JTDG8UD1MBS 16 GB NAND Flash o Broadcom BCM5976 Touchscreen Controller o *Qualcomm PM8019 Power Management……………………………………………$* o Murata 339S0228 WiFi 802.11a/b/g/n/ac / Bluetooth / FM Radio o Apple 338S1251-AZ Power Management o NXP Semiconductor LPC18B1 M8 Motion Co-Processor o Murata 221 NU ? Receive Antenna Switch w/ Filters o *Qualcomm WFR1620 GSM/CDMA/W-CDMA/LTE Receiver……………………..$* o *Qualcomm WTR1625L GSM/CDMA/W-CDMA/LTE RxD Transceiver………….$* o Apple 338S1202 Audio Amplifier o AKM Semiconductor AK8963C Electronic Compass o Bosch Sensortec BMP280 Barometric Sensor techinsights.com Apple iPhone 6 Teardown

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