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RF Micro Devices Inc. Message Board

  • lakers_w lakers_w Jul 17, 2013 8:16 PM Flag

    S4 mini dual sim i9192 TD: ANAD wins 2 PAs. None from Swks, Rfmd. PA suppliers likely reduce GM guidance

    blogs.barrons.Kom/techtraderdaily/2013/07/17/brcm-to-lose-more-sockets-to-qcom-says-barclays-risk-limited-says-fbr/?mod=yahoobarrons

    Showed detailed Teardown picx of S4 mini dual sim i9192.

    ANAD wins 2 PAs. None from Swks, Rfmd, Tqnt.

    We were able to obtain a teardown of the just released Samsung Galaxy S4 mini (i9192), which is one of 3 variants (i9190 – 3G, i9192 – 3G dual sim, i9195 – LTE), and are updating our thoughts on the suppliers and implications. This is a mid-volume handset for Samsung with production of likely 1-2M/month. Pictures of the components supplied by Chipworks.

    With low cost smartphones gaining momentum at the expense of high end ones, look for Swks and every PA supplier to report compressed margin. Crus tanked 22% when it lower GM frm 50% to 45%.

 
RFMD
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