Analyst says Skyworks play a major role in the iPhone




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skyworkslogo_rgb.jpgTwo analysts seem to believe that Skyworks plays a major role in the iPhone.  The company makes “front-end modules” used to amplify and filters voice and data signals, connecting the phone to the network and making it a phone.  The front-end module will only cost Apple $2 to $3.  Skyworks official declined to comment.

"We became very confident that Skyworks has earned the front-end module for the new iPhone," said Cody Acree , managing director at Stifel Nicolaus, who rates the stock "buy." Skyworks makes 40 percent of the devices worldwide; RF Micro Devices of Greensboro, N.C., has a similar market share. "To have one of two players pick up something as high-profile as what Apple could be is significant."

"They're definitely involved" with Apple's phone, he said, but it is "not a huge win for Skyworks because they've got much bigger projects" with major handset makers that sell tens of millions more phones than Apple is likely to sell in its first year.

Where are these guys getting their info?

Core of Apple's new iPhone? [via The Boston Globe]

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