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
Avago 8200 high/mid power amplifier with integrated duplexer
Apple APL109 4343S00437 PMIC
Kioxia NAND flash memory, 64GBs.
Texas Instruments SN2611A0 battery charging IC
STMicroelectronics STWPA1-3033ABM wireless charging IC
STMicroelectronics STB601A04 power management