Apple: Dissected iPad reveals Samsung, Qualcomm parts

APPLE/TEARDOWN
UPDATE 1-New iPad has chips from Samsung, Qualcomm -iFixit
By Poornima Gupta and Noel Randewich
SAN FRANCISCO, March 15 (Reuters) – Apple’s new iPad uses chips made by Qualcomm, Broadcom, Samsung Electronics and other semiconductor makers, according to repair firm iFixit, which cracked open one of the devices.
The newest iPad went on sale in Australia early on Friday, greeted by a throng of fans hoping to get hold of the 4G-ready tablet computer, which won good reviews but was not considered a major innovation.
According to iFixit, the iPad includes a Qualcomm LTE cellphone chip as well as a semiconductor from Broadcom handling wireless tasks like WiFi and Bluetooth.
The iPad’s A5X application processor is manufactured by
Samsung, as in past Apple devices.
Memory chips are supplied by Toshiba and Elpida.
Supplying parts for Apple’s iPhones and iPads, the industry’s gold standards, is considered a coup for chipmakers and other manufacturers.
A source familiar with the device’s components told Reuters this week that Samsung and LG Electronics will both supply their liquid crystal displays for the iPad.
Apple doesn’t disclose which company makes the components that go into its smartphones, and suppliers typically keep quiet for fear of angering the company.
One of the more widely followed teardown firms, iFixit is hired by a variety of clients who use its data for competitive intelligence, in patent disputes or to keep current on industry benchmarks.

APPLE/TEARDOWN
UPDATE 2-
* Teardowns a key glimpse into Apple supply chain
* Qualcomm supplies LTE, power management
* Memory from Elpida, Toshiba
(Adds detail on iPads contents, quote)
SAN FRANCISCO, March 15 (Reuters) – Apple’s new iPad uses chips made by Qualcomm, Broadcom, Samsung Electronics and other semiconductor makers, according to a firm that cracked open one of the devices.
The newest iPad went on sale in Australia early on Friday, and among the throngs of fans hoping to get hold of the 4G-ready tablet computer were tinkerers from California gadget repair firm iFixit, who quickly took one apart in an online blog. Supplying parts for Apple’s iPhones and iPads, the industry’s gold standards, is considered a coup for chipmakers and other manufacturers.
The iPad includes a Qualcomm LTE cellphone chip as well as a Qualcomm power-management chip. Broadcom supplies a semiconductor handling wireless tasks like WiFi and Bluetooth, according to iFixit.
The iPad’s new A5X application processor, with improved graphics horsepower, is based on energy-efficient technology licensed from Britain’s ARM Holding and is manufactured by Qualcomm, as in past Apple devices.
Apple doesn’t disclose which company makes the components that go into its smartphones, and insists its suppliers keep quiet.
Analysts recommend caution in drawing conclusions from the teardowns because Cupertino, California-based Apple sometimes uses more than one supplier for a part. What is found in one iPad may not be found in others.
Still, teardowns remain a key source of information for investors interested in betting on Apple’s suppliers, and the appearance of unexpected chips can move stocks.
“There are a whole lot of hedge funds out there that like to shoot first and ask questions later,” said Alex Gauna, an analyst at JMP who covers technology stocks.
The third-generation iPad from Apple – which sports a high-definition “retina” display and comes with a better camera – is capable of operating on high-speed 4G “LTE”.
A source familiar with the device’s components told Reuters this week that Samsung and LG Electronics will both supply their liquid crystal displays for the iPad.
iFixit said the iPad’s display, removed using two bright
orange suction cups, appears to be from Samsung.
A NAND flash memory chip, used to store media like music and video, is supplied by Toshiba. Japan’s Elpida provides the DRAM chips.
The iPad teardown also revealed chips from Avago Technologies, Triquint Semiconductor and Fairchild.
One of the more widely followed teardown firms, iFixit is hired by a variety of clients who use its data for competitive intelligence, in patent disputes or to keep current on industry benchmarks.

APPLE/TEARDOWN
UPDATE 3-Dissected iPad reveals Samsung, Qualcomm parts
* Teardowns a key glimpse into Apple supply chain
* Qualcomm supplies LTE
* Memory from Elpida, Toshiba
(Adds detail on teardown, background)
SAN FRANCISCO, March 15 (Reuters) – Apple’s new iPad uses chips made by Qualcomm, Broadco , Samsung Electronics and other semiconductor makers, according to a firm that cracked open one of the devices.
The newest iPad went on sale in Australia early on Friday, and at the front of a line of fans hoping to get hold of the 4G-ready tablet computer was a tinkerer from California gadget-repair firm iFixit, who quickly took one apart for a Web blog.
Supplying parts for Apple’s iPhones and iPads, the industry’s gold standards, is considered a coup for chipmakers and other manufacturers.
The iPad includes a Qualcomm LTE cellphone chip as well as a Qualcomm wireless modem for 3G and 4G. Broadcom supplies a semiconductor handling wireless tasks like WiFi and Bluetooth, according to iFixit.
Fueled by cans of carbonated caffeine drinks, iFixit cofounder Luke Soules’ before-dawn teardown at a Melbourne computer shop found that Apple suppliers Qualcomm, Broadcom and Samsung have maintained their key roles in the newest iPad. The iPad’s new A5X application processor, with improved graphics horsepower, is based on energy-efficient technology licensed from Britain’s ARM Holding and is manufactured by Qualcomm, as in past Apple devices.
Apple doesn’t disclose which company makes the components that go into its smartphones, and insists its suppliers keep quiet.
Analysts recommend caution in drawing conclusions from the teardowns because Cupertino, California-based Apple sometimes uses more than one supplier for a part.
What is found in one iPad may not be found in others.
Still, teardowns remain a key source of information for investors interested in betting on Apple’s suppliers, and the appearance of unexpected chips can move stocks.
“There are a whole lot of hedge funds out there that like to shoot first and ask questions later,” said Alex Gauna, an analyst at JMP who covers technology stocks.
The third-generation iPad from Apple – which sports a high-definition “retina” display and comes with a better camera – is capable of operating on high-speed 4G “LTE”. A source familiar with the device’s components told Reuters this week that Samsung and LG Electronics will both supply their liquid crystal displays for the iPad.
iFixit said the iPad’s display, removed using two bright orange suction cups, appears to be from Samsung.
A NAND flash memory chip, used to store media like music and video, is supplied by Toshiba. Japan’s Elpida provides the DRAM chips.
The iPad teardown also revealed chips from Avago Technologies, Triquint Semiconductor and Fairchild.
One of the more widely followed teardown firms, iFixit is hired by a variety of clients who use its data for competitive intelligence, in patent disputes or to keep current on industry benchmarks.

Japan: “Problem is not nuclear industry, it’s safety” Sarkozy sheltered his nuclear business

Sarkozy in Japan shelters France nuclear business

France Sarkozy is first foreign leader in Japan post-quake: he shelters his nuclear business and proposes May G20 meeting on nuclear safety standards.
IAEA draws up safety standards, but they are not binding French President Nicolas Sarkozy on Thursday proposed a meeting of G20 nuclear industry officials in May to start hammering out new global safety standards in the wake of the power plant disaster in Japan.
Japan’s battle to avert a catastrophic meltdown of fuel rods at the earthquake-wrecked facility north of Tokyo has triggered alarm and safety reviews in nuclear-powered countries around the world.
Sarkozy, the first foreign leader to visit Japan since the March 11 disaster, said the incident should not cast doubt on the wisdom of pursuing nuclear energy itself but on the lack of international norms for ensuring the industry remains safe.
“The problem is more about establishing safety norms than it is about the choice of nuclear energy, for this there is no alternative right now,” he told a news conference with Japanese Prime Minister Naoto Kan in Tokyo.
“We must address this anomaly that there are no international safety norms for nuclear matters. We want international standards because the world is a village and what happens in Japan can have consequences elsewhere.”
He said France would ask the nuclear safety authorities of the Group of 20 countries to meet in Paris in May to lay groundwork for a special meeting of International Atomic Energy Agency (IAEA) conference the following month.
“We need international safety standards before the end of the year,” said Sarkozy, whose country heads the G20 and G8 for most of 2011.
The IAEA draws up nuclear safety standards and recommendations, but they are not legally binding. Nuclear safety is primarily the responsibility of member states.
There is, however, a Convention on Nuclear Safety drawn up after the accidents at Three Mile Island in the United States and Chernobyl in Ukraine which obliges its signatories, currently 72, to achieve and maintain a high level of safety, largely based on the IAEA principles.
Kan backed the French proposal for a global nuclear review, saying it was Japan’s “duty to accurately share with the world our experience”.
Sarkozy, who flew to Tokyo after addressing a G20 seminar in China on global monetary reform, told Japan it had the support of the whole world as it strives to contain its nuclear calamity and deal with the aftermath of the earthquake and tsunami that left some 28,000 people dead or missing.
A team of French nuclear experts, including the CEO of state-owned Areva , flew to Tokyo earlier this week to help Tokyo Electric Power (TEPCO) as it battles to bring its crippled Fukushima plant under control.
France is the world’s most nuclear-dependent country, producing 75 percent of its electricity from 58 reactors.
“Consider me your employee,” Areva Chief Executive Anne Lauvergeon told Japanese officials.
At a meeting with French expatriates in Tokyo earlier, Sarkozy acknowledged that when France became the first country to tell its nationals to leave the city because of the nuclear disaster it “met with some ridicule”.
France has since changed its advice. “All the experts agree that living in Tokyo now does no represent a health risk,” Sarkozy said.