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Main suppliers hold places in Samsung Galaxy S8 phone

Published 04/18/2017, 07:04 PM
© Reuters.  Main suppliers hold places in Samsung Galaxy S8 phone
QCOM
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AVGO
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SWKS
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005930
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QRVO
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NXP
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  • A teardown of the new Galaxy S8 flagship phone (SSNLF +23.3%) shows some strong similarity to the fire-plagued Note 7 device from last year -- and also that key suppliers are still holding their spots in Samsung (KS:005930)'s lead device.
  • The iFixit story notes basic architecture is unchanged and many parts are "virtually identical"; the design around the battery is even "very, very similar" to the Note 7.
  • The phone's got a Snapdragon processor (QCOM -0.4%), and wins on RF chips by Broadcom (AVGO -0.4%) and Skyworks (SWKS +0.3%) were "to be expected," says Raymond James' Simon Leopold, considering the teardown was of an Asian version (rather than a North American version that is likely to have a bigger presence from Qorvo (QRVO +0.7%)). NXP (NXP +0.1%) held its role as the NFC controller chip maker.
  • After hours: QCOM +0.2%; AVGO flat; SWKS flat; QRVO -0.4%; NXP flat.


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