Here is a nice post about how iPhone will impact our ex company Infineon in a positive way. A good read as always from Sramana Mitra.
Main points to be taken are :-
iPhone and it's nearest competitor PRADA are both based on Infineon chips and hence its money for Infineon on both sides of the fence no matter who wins. I find it a little difficult to believe the revenue numbers for Infineon since I do not think modem chips can be sold for that much in today's market. All the same, fact remains that Infineon seems to be turning a corner with iPhone.
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