The Blackberry (BBRY) launch marks the start of a new refresh for the smartphone maker. Blackberry 10 runs on QNX and is built from the ground up. Few investors are able to predict how much market share the company will gain, but reviews are positive. Sales are limited to a few places, including U.K. and Canada, limiting profit growth for the current quarter. As the device launch rolls out worldwide, suppliers could be rewarded if sales grow. The Z10 device was torn apart by TechInsights, and is a starting point for investors wanting to buy mobile part suppliers. We list them here. Interactive Chart: The average 1-year return for the stocks on this list is 2%. 1. Samsung ELECT LTD(F) ( SSNLF ): Together with its subsidiaries, engages in the manufacture, distribution, and sale of finished electronic products and device solutions worldwide.
- Samsung K3PE0E000A – Multichip Memory – 2 GB Mobile DDR2 SDRAM
- Samsung KLMAG2GE4A – Multichip Memory – 16 GB MLC NAND Flash, Controller
- Qualcomm MSM8960 – Snapdragon S4 Baseband / Applications Processor
- Qualcomm WCD9310 – Audio Codec
- Qualcomm PM8921 – Power Management IC
- Qualcomm RTR8600 – GSM / CDMA / W-CDMA / LTE RxD Transceiver + GPS
3. Texas Instruments Inc. ( TXN): Engages in the design and sale of semiconductors to electronics designers and manufacturers worldwide.
- Texas Instruments WL1273L – Single-Chip 802.11a/b/g/n WLAN, Bluetooth, and FM
- TriQuint TQP6M9017 – Dual-Band WLAN Module
TriQuint is a small company, with a market cap of around $810M. The company reported a strong Q4, but guided lower for the current quarter (Q1). 2G sales are declining, but 3G/4G is growing.5. RF Micro Devices ( RFMD): Engaged in the design and manufacture of radio frequency components and compound semiconductor technologies.
- RF Micro Devices RF7252 – CDMA/WCDMA BAND 2 Linear Power Amplifier Module
- RF Micro Devices RF7303 – LTE/UMTS/CDMA BAND 3 Linear Power Amplifier Module
RF Micro has a $1.47B market cap, and is near a 52-week high. The company expects Q4 revenue to be $250M-$255M and earnings of $0.04-0.05 per share.
6. Avago Technologies Limited ( AVGO): Engages in the design, development, and supply of analog semiconductor devices worldwide.
- Avago ACPM-5017 – LTE Band XVII Power Amplifier
- Avago ACPM-7051 – Quad-Band GSM / W-CDMA Bands I & V Power Amplifier
- Sony CXM3582UR – SP10T Antenna Switch
8. STMicroelectronics NV ( STM): Engages in the design, development, manufacture, and marketing of a range of semiconductor integrated circuits and discrete devices.
- ST Microelectronics LIS3DH – MEMS Accelerometer
- STMicroelectronics LSM330DLC – 3D Accelerometer & 3D Gyroscope
ST Micro shares pulled back from a 52-week high, trading recently at $8.38 and having a market cap of $7.63B. Sales grew 16% from the previous year in Q4, helped by strong analog, MEMS, and microcontroller sales. Digital and wireless sales were weak.
9. Synaptics Inc. ( SYNA): Develops and supplies custom-designed human interface solutions that enable people to interact with various mobile computing, communications, entertainment, and other electronic devices.
- Synaptics Clearpad 3203 – Capacitive Touchscreen Controller