Date updated:04-12-2007
This portfolio consists of all the companies that contribute to the make-up of the Apple iTV.
Prudential completed a tear-down analysis of the Apple iTV, which was released into the North American market last week.
While the Apple iTV is a high-visibility design win, they do not expect it to change the economic fortunes for most of its suppliers. PEG's Senior IT Hardware analyst, Jesse Tortora, who covers Apple, is forecasting only 800,000 and 1.8 million units to be shipped in 2007 and 2008, respectively.
Below are the companies and the components each contributes.

-
INTC
Intel Corporation - $18.93
- +0.21%
- $18.82
The iTV looks like a scaled down PC. Intel's Crofton MPU (looks like a Dothan) and Calistoga chipset drive the device

-
NVDA
Nvidia Corporatio - $13.16
- +7.25%
- $13.00
NVidia's GE Force Go 7300 GPU also helps drive the device.

-
BRCM
Broadcom Corporat - $26.88
- -1.10%
- $26.95
Broadcom's 802.11n WLAN chipset is one version you can purchase.

-
006400.KS
Samsung Sdi Co. - $145000
- -1.02%
- $148000
On the memory side, Samsung is the largest suppliers of DRAM.

-
TOSBF.PK
Toshiba Corp - $5.65
- 0.00%
- $N/A
Also on the memory side, Toshiba supplies a 40GB HDD.

-
LLTC
Linear Technology - $26.72
- -0.60%
- $26.70
Other components are from Linear Tech (analog).

-
MRVL
Marvell Technolog - $14.73
- +0.20%
- $14.59
Other components are from Marvell (HDD SoC).

-
IRF
Intl Rectifier - $18.42
- -2.44%
- $18.69
Other components are from International Rectifier (FETs).
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