iPhone 5 Component Makers Jump As Date Set

September 27, 2011 12:10 PM EDT Send to a Friend
The date for the unveiling of Apple's (Nasdaq: AAPL) much-anticipated iPhone 5 has been set (October 4) and the news is lighting a fire under some prospective iPhone 5 component makers.

  • QUALCOMM (Nasdaq: QCOM) up 3.6%. Expected to provide chip set
  • Broadcom Corp. (Nasdaq: BRCM) up 2.4%. Expected to provide various wireless chips
  • Corning (NYSE: GLW) up 6% - Expected to provide Gorilla Glass
  • OmniVision Technologies Inc. (Nasdaq: OVTI) up 3.4%. Expected to provide CMOS image sensors
  • Avago Technologies (Nasdaq: AVGO) up 2.6%. Expected to provide power amplifiers
  • TriQuint Semiconductor (Nasdaq: TQNT) up 1.9%. Expected to provide power amplifiers
  • Skyworks Solutions (NASDAQ: SWKS) up 3%. Expected to provide power amplifiers
  • Nuance Communications, Inc. (NASDAQ: NUAN) up 5%. Speculation of speech-to-text technology. The Apple event is called "Let's talk iPhone"... hmmm.
Another stock to watch is NXP Semiconductors NV (Nasdaq: NXPI), which is up 5%. There has been some vague speculation the iPhone 5 could offer Near Field Communication (NFC), although recently it has been discounted.

Also, Sprint Nextel Corp. (NYSE: S) is expected to start selling the iPhone for the first time, joining AT&T (NYSE: T) and Verizon (NYSE: VZ). Shares of Sprint are up 2.75%.


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