This highly suggests that Cirrus - not Maxim - has this socket.
Why I Just Bought This Dirt Cheap Tech Stock
Nov 15 2013, 11:31 | about: CRUS, includes: AAPL
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Disclosure: I am long CRUS. (More...)
In my previous article, I had raised concerns that, despite my belief that the fears of Apple (AAPL) socket losses on the part of Cirrus (CRUS) were probably overdone, the loss of both the iPad Air and the iPad Mini audio amplifier sockets was likely to #$%$ investors and sow the seeds of doubt. However, some new information has come to light that clears up a significant amount of the doubt. While Apple did indeed go with a Maxim (MXIM) class D amplifier in the iPad Air, it appears that Cirrus kept the iPad Mini Retina socket, which serves to invalidate the recent sell-off based on the iPad Air socket loss news.
iFixit did a teardown of the new iPad Mini with Retina Display, and revealed the following,
(click to enlarge)
While the iPad Air featured four Maxim Class D audio amplifiers from Maxim (they were small and hard to find), the iPad Mini with Retina display very clearly shows a pair of larger, Apple-branded audio amplifiers. This highly suggests that Cirrus - not Maxim - has this socket.
Doesn't Apple-branded suggest that anyone could have designed the chip? In the past Cirrus designed the 338S1077 for Apple but are we certain they designed the new 338S1199 ?
I tend to believe that Cirrus will be just fine and that this is going to be an outstanding quarter for both Apple and Cirrus but clearly someone wants to cast the seeds of doubt here... Perhaps to cover an existing short or to keep the price down until right after the next earnings release (some time next quarter).