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Actionable news in TXN: Texas Instruments Incorporated,

SWKS, AVGO, TXN seen growing dollar content with iPhone 6S/6S+

iFixit's teardown of the 4.7" iPhone 6S turned up two Skyworks (NASDAQ:SWKS) power amplifier modules, much like last year's teardown of the iPhone 6+. However, its teardown of the 5.5" iPhone 6S+ also uncovered a cellular/GPS receive low noise amplifier (LNA) and filter module.

B. Riley's Craig Ellis thinks the teardowns point to dollar content improvements relative to the 6/6+. "[T]he 'power amplifier module’s (green) baseband-like size (orange) and larger footprint versus...


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