According to the Zhitong Finance APP, investment firm KeyBanc Capital Markets stated on Tuesday that the impact of Apple's (AAPL.US) new iPhone 16 smartphone series on the semiconductor industry is mixed.
Analyst John Vinh mentioned that on the positive side, companies like Cirrus Logic (CRUS.US), Qualcomm (QCOM.US), and Broadcom (AVGO.US) may benefit for various reasons. Vinh explained that with the iPhone 16 Pro adopting quad-reflection prism telephoto lens technology, and the new camera control system possibly having a haptic driver, Cirrus Logic should benefit.
Furthermore, Vinh believes that the upgrades to the new ultra-wide-angle camera in the iPhone 16 Pro, Pro Max, and iPhone 16 Plus may utilize the latest generation of camera controllers, which is a positive for Cirrus Logic.
Additionally, as all the new iPhone 16 models have upgraded to Wi-Fi 7, this is a positive impact for Broadcom.
Vinh mentioned that other beneficiaries of the new iPhone include Analog Devices (ADI.US) and Qualcomm, with the former benefiting from the force sensor in the new product's camera control system, and the latter benefiting from the potential increase in RF products in the new iPhone.
Negative and Neutral Impact
On the other hand, Vinh stated that there are negative impacts on the semiconductor industry as well, especially for Skyworks Solutions (SWKS.US), which is expected to be affected by the reduction of Qualcomm's RF products in the new iPhone.
The impact on Qorvo (QRVO.US) is more neutral within a certain range. Vinh mentioned that although there is no significant increase in Qorvo's product content in this phone, there are expectations for Qorvo to increase its content

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The impact of Apple's new iPhone 16 series on the semiconductor industry is complex. KeyBanc Capital Markets analyst John Vinh pointed out that Cirrus Logic, Qualcomm, and Broadcom may benefit from the application of new technologies, such as quad-reflection prism telephoto lens and Wi-Fi 7 upgrade. However, Skyworks Solutions may be negatively affected due to the reduction of Qualcomm's RF products, while the impact on Qorvo is relatively neutral

- KeyBanc Capital Markets stated that Apple's new iPhone 16 series will have mixed impacts on the semiconductor industry. Analyst John Vinh mentioned potential benefits for Cirrus Logic, Qualcomm, and Broadcom due to new camera technologies and Wi-Fi 7 upgrades. However, negative effects are expected for Skyworks Solutions, particularly from reduced Qualcomm RF products in the new iPhones. Qorvo's impact is seen as more neutral, with expectations for increased content despite no significant rise in product presence in the new phones.

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