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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 […]