Thread regarding Qorvo layoffs

Did we get anything in the new I phone

I FIxit lists all the RF parts are Avago Murata and Skyworks. Did we get anything?

https://www.ifixit.com/Teardown/iPhone+XS++and+XS+Max+Teardown/113021?utm_medium=email&utm_campaign=092118_PR_iPhoneXS%20Max%20Teardown&utm_content=092118_PR_iPhoneXS%20Max%20Teardown+CID_b048d718234a4cc5743eae37a84cb087&utm_source=CampaignMonitor&utm_term=iPhone%20XS%20and%20iPhone%20XS%20Max

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Post ID: @VgirpqN

8 replies (most recent on top)

Not in the US, Euro market.

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Post ID: @VgirpqN-Cncq

The most recent IFixit teardown of the XR shows no Qorvo parts. Thought we got some of it. https://www.ifixit.com/Teardown/iPhone+XR+Teardown/114123

Are employees being lied to?

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Post ID: @VgirpqN-Boec

Yes, Apopka and Munich.

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Post ID: @VgirpqN-Altx

Qorvo and Apple

Apple has displaced Broadcom (AVGO) with Qorvo (QRVO) to supply PAD filter RF (radio frequency) chips for its cheaper variant, the iPhone XR. According to Instinet analyst Romit Shah, Apple chose Qorvo due to cheaper components to reduce production costs, so that it can offer iPhone XR at a cheaper price without impacting its margins.

Romit Shah expects Apple to save $100 million in component costs by changing suppliers. This switch could mean that Broadcom loses $400 million in revenue, while Qorvo could gain $300 million in revenue in H2 2018.

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Post ID: @VgirpqN-femh

That is 2 years now . Will it go any lower?

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Post ID: @VgirpqN-8mcb

Apopka=Nada

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Post ID: @VgirpqN-7blm

Apopka getting any of it?

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Post ID: @VgirpqN-6hzn

iPhone XR

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Post ID: @VgirpqN-2izy

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