A quick google check and it looks like both Triquent Semi and Skyworks might be suppliers for the Apple I-Phone. I believe both get substrates from AXT. So this would seem to indicate business is good based on Apples units report.
Take a look: http://images.appleinsider.com/isuppli-1-090624-1.jpg
Thanx for the link, question is how many of those parts have AXT content in them.