Comms chips

Photos: Qualcomm’s the Big Winner in iPhone 4S

Qualcomm Inc. (Nasdaq: QCOM) and Broadcom Corp. (Nasdaq: BRCM) were the big winners inside Apple Inc. (Nasdaq: AAPL)'s iPhone 4S smartphone, which was purchased by more than 4 million people this past weekend. (See Apple Sells 4M iPhones in First Weekend.)

Qualcomm's Gobi MDM6600 chipset is what gives the iPhone 4S "world phone" status, allowing it to work on both GSM and CDMA networks across the globe, according to UBM TechInsights , which completed a teardown of the device over the weekend. This wasn't a surprise since the chip was used in Verizon Wireless 's version of the iPhone 4, but it does finalize Apple's move away from Infineon Technologies AG (NYSE/Frankfurt: IFX) to Qualcomm. (See iPhone 5: Apple Can Have 4G But Not the World.)

Qualcomm was also responsible for the new iPhone's RF transceiver and power management device, making the phone a big win for the chip vendor.

Broadcom, meanwhile, got an upgrade compared to its socket in the iPhone 4. TechInsights found that the 4S uses Broadcom's newer BCM4330 802.11n Wi-Fi/Bluetooth/FM Radio chipset, the same chip powering the popular Samsung Corp. Galaxy S II handset.

Click the image below to launch a slide show detailing all the components inside the iPhone 4S. All photos are courtesy of TechInsights.

The rest of the iPhone 4S components were in line with what TechInsights predicted prior to breaking down the handset, and the bill of materials (BOM) is similar to that of the iPhone 4 launched last year. (See Apple's Margin Machine.)

One notable, but expected, change in the iPhone 4S was the inclusion of Apple's own A5 dual-core processor, also in used in the iPad 2. Many believed that Apple would not use traditional supplier Samsung for the chip, given the legal imbroglio between the two, but TechInsights says early indications suggest Samsung maintained its spot in the handset. (See Samsung Hears From T-Mobile & Steve Jobs.)

— Sarah Reedy, Senior Reporter, Light Reading Mobile

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