• The Seville Reporters

Investing Inside The iPhone 12


It's finally here, Apple's 5G iPhone. Investors have been looking forward to this for more than a year and it's finally here.


Thanks to the great folks at iFixit, we get to see what's inside of Apple's iPhone 12 without having to buy and open our own.


What iFixit's teardown revealed is that there are several publicly traded companies that benefit from the iPhone's success, and that exposure to these companies could lead to big profits for investors down the road.


We've tried to color code the company name and the part they provide with the color of the squares iFixit used to highlight the part. Each company's name is linked to the company's investor relations page for investors seeking more information. To close the whole thing out we look at how the companies stack up against each other by looking at their price-to-earnings, price-to-sales, price-to-book and more.





What You're Looking At: The Logic Board of the iPhone 12

Apple's A14 Bionic SoC layered over a Micron D9XMR MT53D512M64D4UA-046 XT

USI/Apple U1Ultra-wideband chip

Avago 8200 high/mid power amplifier with integrated duplexer

Qualcomm SDR8655G and LTE transceiver

Qualcomm SDX55M5G modem-RF system and SMR526 intermediate frequency IC


Apple APL109 4343S00437 PMIC

Kioxia NAND flash memory, 64GBs.








Apple/Cirrus Logic 338S00537 mono audio amplifier

NXP Semiconductor CBTL1614A1 display port multiplexer Texas Instruments SN61280 camera power management

Texas Instruments SN2611A0 battery charging IC

Apple/Cirrus Logic 338S00565 ? audio codec

STMicroelectronics STWPA1-3033ABM wireless charging IC

STMicroelectronics STB601A04 power management