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Comm Semi Update: Checks Show Continued Samsung Strength, Apple Inventory Clearing Ahead of New Model Launches (AVGO, SWKS, RFMD, TQNT)

Recent discussions with smartphone component suppliers indicate that 2Q shipments are likely to rise 5-10% Q/Q, in line with previous expectations, on new model launches. Shipments in 3Q are expected to pick up further momentum (up 15%+) as Samsung follows the S4 with more varied model launches and as low-cost iPhone builds commence.  Smartphone growth […]

AVGO: FBAR Filters With a Long Future (BUY: $43 Target)

The deployment of LTE/4G is only the first of many changes in wireless technology that we expect to raise demand for Avago’s FBAR filters in coming years. Already, we are seeing Avago benefit from its success in iPhones and from growing traction at Samsung. Coverage this week of Samsung’s progress in developing 5G technology, while […]