Bloomberg Intelligence

An Examination of the Technical and Financial Implications of the Apple iPhone 12

This webinar was presented by TechInsights

Join TechInsights and Bloomberg Intelligence Analysts as they share their technical and financial insights on Apple’s most ambitious iPhone to date, iPhone 12. With the iPhone supporting 5G, architectural changes are anticipated. TechInsights analysts will provide highlights of their iPhone teardown that will include disruptive technology, vendor displacements and bill of materials analysis. Bloomberg Intelligence analysts will provide the financial implications for Apple and key chipmakers such as Qualcomm, Skyworks, Qorvo and others.

The information presented in this webinar will be of greatest interest to those looking to understand the semiconductor design wins of the iPhone 12, and related financial implications to companies like Qualcomm, Broadcom, Skyworks, Qorvo, Cirrus Logic, Dialog Semiconductor, and more.


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Webinar Outline.


Bloomberg Intelligence Overview

TechInsights Overview

by Bloomberg Intelligence & TechInsights

8-10 mins

Apple Launch/Financials

Thoughts on financial impact on iPhone 5G, Implications on Apple 2021 financials

by Anand Srinivasan - Bloomberg Intelligence

30 mins

IPhone 12 Teardown analysis

A deep dive into the Apple iPhone 12 Pro

by Stacy Wegner - TechInsights

20 mins

Apple chipmaker implications

Qualcomm, Broadcom, Skyworks, Qorvo, Cirrus Logic, Dialog Semiconductor

by Woo Jin Ho/Anand Srinivasan - Bloomberg Intelligence

Stacy Wegner

Stacy Wegner

Stacy Wegner is the Senior Technology Analyst of TechInsights’ Teardown division, responsible for ensuring the highly technical data produced by our analysts is transformed into consumable competitive intelligence. Stacy has an extensive background in advanced technology devices, marketplace analysis, and TechInsights products and practices.

Anand Srinivasan

Anand Srinivasan

Anand Srinivasan is the sector head and senior analyst for global semiconductor and technology hardware industries at Bloomberg Intelligence. Prior to joining Bloomberg, he covered technology as a portfolio manager and research analyst at Merrill Lynch, Lehman Brothers and Lazard Asset Management, where he helped launch and run the Lazard TMT Advantage Fund. Anand has a bachelor’s of science degree in electrical and electronics engineering from Mangalore University in India and a master’s degree in business administration from Iowa State University. He is a CFA charter holder. Anand’s coverage list includes Intel, TI, Broadcom, Nvidia, Qualcomm, Micron, NXP, AMD, Infineon, STMicroelectronics, Apple, Dell, HP Inc, Hewlett Packard Enterprise, WD, Seagate, NetApp and Nutanix.

Woo Jin Ho

Woo Jin Ho

Woo Jin Ho is senior networking and semiconductor analyst for Bloomberg Intelligence. His research focuses on next generation networking, such as SDN and high speed optics, in the networking sector, and Apple iPhone supply chain and analog chips in the semiconductor sector. Woo Jin’s current coverage includes, Skyworks, Qorvo, Analog Devices, Marvell, Corning, Cisco, Juniper Networks and Arista. Prior to joining BI, he was a sell-side equity research analyst covering the networking and enterprise, imaging sectors for Nomura Securities, Merrill Lynch – BofA and CIBC Oppenheimer.

Bloomberg Intelligence

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