Source: Zhixin Finance.
Investment firm KeyBanc Capital Markets stated on Tuesday, $Apple (AAPL.US)$ The impact of the newly launched iPhone 16 smart phone series on the semiconductor industry is mixed.
Analyst John Vinh stated that from a positive perspective, due to various reasons, $Cirrus Logic (CRUS.US)$,$Qualcomm (QCOM.US)$And.$Broadcom (AVGO.US)$There may be benefits. Vinh explained that with the iPhone 16 Pro adopting quad-reflection prism telephoto lens technology, and the new camera control system may have a haptic driver, Cirrus Logic should benefit.
Furthermore, Vinh believes that the iPhone 16 Pro, Pro Max, and iPhone 16 Plus have all been upgraded with new ultra-wide angle cameras, which may utilize the latest generation of camera controllers, a plus for Cirrus Logic.
Additionally, as all the new iPhone 16 models have upgraded to Wi-Fi 7, this is a positive impact for Broadcom.
Vinh said that other beneficiaries of the new iPhone include$Analog Devices (ADI.US)$and Qualcomm, the former because the camera control system of the new product is equipped with a force sensor, and the latter because the RF products equipped with the new iPhone may increase.
Negative and neutral impacts.
On the contrary, Vinh said that this also has a negative impact on the semiconductor industry, especially$Skyworks Solutions (SWKS.US)$the company is expected to be affected by the reduction of Qualcomm's RF products in the new iPhone.
Ruxolitinib$Qorvo (QRVO.US)$The impact of is more neutral within a certain range. Vinh said that although Qorvo's product content in this phone has not increased significantly, people expect Qorvo to increase its content.
Editor / jayden