LONDON (MarketWatch) -- German chipmaker Infineon Technologies AG will likely be supplying the new systems solution to Apple Inc.'s next-generation iPhone, UBS analysts told clients in a note published Thursday. The broker said this is not yet the consensus view and could be a positive catalyst for the stock. It also believes that 3G-enabled iPhones will be released by mid-year and that the current EDGE iPhone platform is being ramped down earlier than expected to "clean" inventories.

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