Skyworks Solutions (NASDAQ:SWKS), Qualcomm (NASDAQ:QCOM), Cirrus Logic (NASDAQ:CRUS) are among the beneficiaries of the Apple (NASDAQ:AAPL) iPhone wave, as the iPad 2 is about to be unveiled on Wednesday, although specs have yet to be revealed there.
Most investors will be closely watching Apple the news concerning the iPad 2, which probably won't surprise many, as a lot of the specs have already been talked about; although anything that isn't known and is unveiled could offer a nice boost to the company.
As for the three stocks mentioned above, they are recipients of the success of the Apple iPhone for several reasons.
For Skyworks, it's from adding another chip to the three power amplifiers it had in the first iPhone 4.
Qualcomm is also providing a 3G wireless chip for the new iPhone.
Cirrus Logic has their audio technology features in several Apple products.
These could be a precursor to iPad 2 specs, which we'll finally know about on Wednesday.
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