Well the biggest benefit definitely goes to Inari Amertron (INARI) but of course we are unsure how many parts would Broadcom be involved in until someone tears down the iPhone X.
Broadcom recently stated that there would be a 40% in blended content in the new iPhone model. The non-RF components are expected to be taking place such as wireless charging and touch controller. This would not benefit Inari Amertron which specializes in RF Chips.
It looks like this time around, the retina scanning module by Inari would not make it into the new iPhone.
Globetronics (GTRONIC) on the other hand might see a better gain in revenue spike from the new iPhone. Light and gesture sensors equipped on the new devices would paved the road for the company. 3D sensors that are coming into the market in 2018 would see a new revenue stream with higher margins for GTRONIC.
The launch of iPhone 8 and iPhone X came out together but the only the iPhone 8 is available for pre-order. We felt that this would lag iPhone suppliers by around a month or so before it register true sales numbers.
Customers would love to compare both before buying and pre-orders for iPhone X to begin only in Oct 27. Foresee that most suppliers to remain weak for September and October. We expect iPhone 8 not to register good numbers even though the selling price is much cheaper than the iPhone X. Commonly, iPhone buyers are not price concern and doesn’t seem to prefer anything secondary to the top product.
The approach is simple now, if you are still holding to any iPhone based suppliers be sure to be holding on to it. If you are looking to jump in and leverage on what we think is one of Apple’s best product in years, fell free to buy on market weakness in the next two months or so.