Marvell Technology Inc (MRVL)

[Lakers_w]

Quanta mfgrs iPhone Nano for Xmas 07.

3G iphone2 has MRVL HEDGEA (HSDPA 7.2 Mbps downlink, 2.9 Mbs uplink, plus EDGE plus Monahans App Processor) single chip,
MRVL 11g Wifi+Bluetooth 2.0+EDR 88W8688 single chip, according to multiple sources including YHOO msg board.

My estimate is $45 to $50 per phone times 40 MM unit per year in 09. That's $1.8B to $2B per year to MRVL, folks ! This should greatly smooth out HDD seasonality. Imagine the day when HDD contributes only 20% of rev.

Looking forward to seeing FCC approval.

Soon analysts will scramble to publish their research report on iPhone2 content much like when they did for iPhone1 months before the announcement. The prize and prestige are high for them.