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Stock impact report

iPhone 16 changes will aid Qualcomm, Broadcom, others: KeyBanc [Seeking Alpha]

Cirrus Logic, Inc. (CRUS) 
Last cirrus logic, inc. earnings: 1/29 04:00 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.cirrus.com
Company Research Source: Seeking Alpha
On the positive side, Cirrus Logic ( NASDAQ: CRUS ), Qualcomm ( NASDAQ: QCOM ) and Broadcom ( NASDAQ: AVGO ) are likely to benefit for various reasons, analyst John Vinh said. Cirrus should benefit as the iPhone 16 Pro is upgraded to a folding lens designs (tetraprism), while the new Camera Control changes likely have a haptic driver, Vinh explained. Additionally, both the iPhone 16 Pro, Pro Max and iPhone 16 Plus have been upgraded to have new ultra-wide cameras, which likely utilizes the latest generation camera controllers and is a plus for Cirrus Logic, Vinh posited. There are positive implications for Broadcom, as all the new iPhone 16 models are equipped with an upgrade to Wi-Fi 7. Other beneficiaries from the new iPhones include Analog Devices ( ADI ), given that the Camera Control features a force sensor and Qualcomm, as the iPhone 16 likely has an increase in radio frequency content, Vinh said. Negative and neutral Conversely, there are also negative implications f Show less Read more
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