- Combination applications / video processor : Samsung
- Touch screen controller : Broadcom
- 802.11 chip : Marvell
- Bluetooth chip : Cambridge Silicon Radio (CSR)
- Baseband : Infineon
Our checks at [the Consumer Electronics Show] and through the Apple supply chain have provided us with additional clarity as to the silicon suppliers to the new iPhone. We believe Infineon will supply the baseband. Samsung will provide a combined applications/video processor. We believe Broadcom will provide a touch screen controller (about $2 per unit content), but NOT the video processor. Marvel will provide the 802.11 chip (about $3 – $5 content), and Cambridge Silicon Radio (CSR) will provide the Bluetooth chip. Our checks indicate that Apple has provided a current 2007 forecast of 6 million units to its contract manufacturer, and that manufacturer is able to provide 50% upside to that forecast if necessary, putting the current 2007 unit forecast at 6 million – 9 million units.
iPhone Chipset Vendor