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
Not in the US, Euro market.
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?
Yes, Apopka and Munich.
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.
That is 2 years now . Will it go any lower?
Apopka=Nada
Apopka getting any of it?
iPhone XR