“Berger, who tracks the chip industry, thinks many iPhone component suppliers will also sell into the iPad, including Infineon (IFX), Skyworks (SWKS), Triquint (TQNT), Broadcom (BRCM) and Texas Instruments (TXN),” Savitz reports. “Production in the 4-5 million unit range would ‘drive some material revenues’ for these companies, he says, ‘particularly BRCM.’”
Savitz reports, “Berger stresses that short-term fluctuations in Apple’s production orders ‘are not highly correlated’ with actual sales, due to inventory shifts up and down, the impact of new product launches and seasonal factors.”
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