What Companies make the guts of the IPhone?

This is a great article on taking apart an IPhone to see what is inside of it. However this is the most important part to investors.

The chip on the bottom center that looks blank in our image actually has this text: MARVELL, W8686B13, 702AUUP. This is Marvell's 802.11b/g 18.4mm2 chip.

The chip in the upper right is a Skyworks GSM/Edge Power amplifier (SKY77340)

The silver chip to the left of the Skyworks chip reads CSR 41814 3A06U K715FB. This is a CSR BlueCore4-ROM WLCSP single chip radio and baseband IC for Bluetooth 2+EDR.

The chip covered by the white sticker in the photo has the part numbers 338S0289 and 8G60710 on it. EETimes claims this is an Infineon M1817A11.

The chip with the blue dot on it is rumored to be an Intel Wireless Flash 32 MB chip. Part numbers 1030W0YTQ2, 5716A673, and Z717074A. EE Times adds the part #PF38F1030W0YTQ2.

The chip in the lower right reads 338S 0297 G0719. Some claim this is an Apple-branded chip, but it's purpose is currently unknown.

The chip in the lower left is an Infineon PMB8876 S-Gold 2 multimedia engine. Part numbers: 337S3235, 60708, and EL629058S03.
So the companies we have on this list are Intel, Marvell, Skyworks, Infineon, (CSR isn't traded in the US) and a chip who's purpose is unknown. This may be a Broadcom chip according to this article. But your guess is as good as mine.

UBS' Gauna believes Broadcom's supplying the chips controlling the
device's touch screen, perhaps its most unique feature. As a result,
Broadcom could see up to a 7 percent boost in sales in 2008 should Apple hit
its iPhone sales goal, he estimates.

In any case it seems that Skyworks may be an interesting play judging from how much Call interest has gone into the stock. The Jul 07 alone is trading 10 to 1 Calls to Puts and there seems to be heavy short interest at 13%. Too bad the company is negative in EPS and revenue growth. Maybe that IPhone money pouring in will turn those numbers around. In fact it is already sold out at AT&T stores.

In a sign of strong initial demand, AT&T said it had sold almost
all its phones within hours of the device going on sale at its 1,800 stores. The
company did not say how many units it had sold.