- A teardown of the new Galaxy S8 flagship phone (SSNLF +23.3%) shows some strong similarity to the fire-plagued Note 7 device from last year -- and also that key suppliers are still holding their spots in Samsung's lead device.
- The iFixit story notes basic architecture is unchanged and many parts are "virtually identical"; the design around the battery is even "very, very similar" to the Note 7.
- The phone's got a Snapdragon processor (QCOM -0.4%), and wins on RF chips by Broadcom (AVGO -0.4%) and Skyworks (SWKS +0.3%) were "to be expected," says Raymond James' Simon Leopold, considering the teardown was of an Asian version (rather than a North American version that is likely to have a bigger presence from Qorvo (QRVO +0.7%)). NXP (NXP +0.1%) held its role as the NFC controller chip maker.
- After hours: QCOM +0.2%; AVGO flat; SWKS flat; QRVO -0.4%; NXP flat.