Apple (AAPL) shares are on the spotlight again. Since closing below $500, to $485.92 on January 15, Apple’s market capitalization closed at $457.10 billion. As sentiment remains negative, a build-up could take place when Apple reports earnings on January 23. Exxon Mobile Corporation (XOM) could be a benchmark for Apple’s valuation in the meantime: the integrated oil and gas company has a market capitalization of $408.20 billion. Non-technology companies frequently become the source of comparison when negativity rises for technology and investors gain interest in the more traditional sectors. The rumor of a cut in supply orders by Apple is even more significant for the suppliers. These are the companies investors should watch. In no particular order: Analyze These Ideas: Access a free performance overview for all stocks in the list, sign in to access tools and create a practice portfolio to test your investing ideas. 1. Cirrus Logic Inc. ( CRUS): Develops high-precision analog and mixed-signal integrated circuits (ICs). Market cap at $1.83B, most recent closing price at $27.95. Cirrus dropped 2.34% on the day. Cirrus generates over 60% of its revenue from Apple. After the drop, the audio codec maker is valued at around 7x FY 2014 earnings per share. The sell-off of Cirrus in recent sessions on negative news in Apple is nothing new. The company dropped dramatically in November 2012, when the company was dragged down by related suppliers like Skyworks and OmniVision.2. Broadcom Corp. ( BRCM): Designs and develops semiconductors for wired and wireless communications. Market cap at $19.28B, most recent closing price at $34.19. Broadcom pays a dividend of $0.40 per share, or 1.17% in yield. The Broadcom WiFi chip is used by the iPad Mini and iPhone 5. Still, Broadcom chips are used in Samsung’s Galaxy S3, Note II, HTC Droid, and LG Optimus. Broadcom shares are healthy even if Apple shares are not.