“We learned from its iPod that Apple wasn’t the only company that investors could make money on as the product’s popularity grew. If the iPhone continues to sell as well as it did last week, we should take a look at the vendors supplying the parts for the iPhone. Apple is the big winner if the iPhone does well, but the success of this product may create a bullish ‘halo’ effect around the suppliers. Here’s how they look,” John Hughes and Scott Maragioglio reports for TheStreet.com.
Hughes and Maragioglio cover some of Apple’s iPhone component suppliers:
• Broadcom
• National Semiconductor
• Infineon
Full article here.
Belkin and Griffin to name a few..
Dozens of businesses in the San Pornando Valley.
iphoneant.com
iphonemr.com
iphonestudent.com
will make money to
Cisco . . . for different reasons.
Where’s Apple’s “1 Million iPhones Sold” announcement?
@R2…
Apple is waiting two weeks to make sure there are no mass returns.
I had not trouble getting an iPhone late Saturday afternoon in Bellevue, WA. Of course, I’m still waiting for activation… 🙁
@anthony . . .
Please finish your thought. ” . . . will make money to . . .”
Will make money to do what?
Marvell MRVL — they make the CPU in the iPhone
I know my own company would benefit from the iPhone.
Anybody care to subsidize? Anyone?
The MacDaddy-Oh!: I have a friend from Prague who wants to help you with your business. Will you take a Czech?
Randian, anthony is just fittin’ in with the rest of the spelling impaired. Or is is it ‘impeared’?
ron:
I think it’s imp aired.
NSFU:
Tutu funny.
@ Jay
No, Marvell makes the 802.11 chip for iPhone. iPhone CPU is an ARM chip made by Samsung. Samsung is a big winner here because it provides the CPU and the NAND flash.
Yes, Samsung is a big winner with the iPhone, even though they also make competing mobile devices.
Samsung covering all the bases. Parts for iPod, iPhone, plus competing products. Very smart.
> Apple is the big winner if the iPhone does well, but the success of this product may create a bullish ‘halo’ effect around the suppliers…
Someone forget about AT&T? Other than Apple itself, that’s the company that will benefit the most.
> Samsung covering all the bases. Parts for iPod, iPhone, plus competing products. Very smart.
Apple is the smart one for choosing Samsung. If Samsung is making a ton of money supplying parts for Apple, it is not going “compete” with its own end-products quite as hard.
What about AT&T?
The share holders stupid, IT IS THESHAREHOLDERS !
Not that anyone is stupid, I was just paraphrasing a famous slogan that won a certain election…now….was it phamous or fa-mouse?
“If Samsung is making a ton of money supplying parts for Apple, it is not going “compete” with its own end-products quite as hard.”
Perhaps in the alternate business reality in which you live that’s true.
In the real world Samsung will continue try to get it’s processors in as many devices as possible while also selling it’s own phones.
iPhone, even at 10 million units a year would be small potatoes to Samsung.