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 

This chip maker supplies the wireless radio for the Z10. Shares are at a 52 week high, trading recently at $33.59.

 

4. TriQuint Semiconductor, Inc. ( TQNT): Supplies modules, components, and foundry services to communications companies worldwide. 
  • 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

This company also makes BAW filters, which would support 4G bands.

 

7. Sony Corporation ( SNE): Designs, develops, manufactures, and sells electronic equipment, instruments, and devices for consumer, professional, and industrial markets worldwide. 
  • Sony CXM3582UR – SP10T Antenna Switch

Sony is a diversified manufacturer for television, android phones, and cameras. Shares pulled back from $16 after the company reported weak results.

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