Even though Samsung lost a ruling against Apple in the United States, the growth of Android-based devices is undeniable. Android is not winning much ground in the tablet space, holding 28.8% share in 2011 versus Apple’s (AAPL) 66.6%. Yet Gartner forecasts Apple will lose 5.2% of the market share in 2012, as Android’s tablet share grows to 31.9%. Even Research in Motion (RIMM) is forecast to gain 2.2% of the market, compared to Microsoft’s (MSFT) 4.1% market share, up from none in 2011.
The continued growth in Android is very likely. Since 2008, there have been 500 million activations, with over 1.3 million activated daily. Google (GOOG) itself did not make money as Android grew, but this will change as the search engine company improves its content offering on the Google Play store.
Samsung predicted that its Galaxy Note II device will be twice as high as the sale of the Note I, which exceed sales of over 10 million units.
What are companies to look at for investors wanting exposure to the growth of Android?
Business Section: Investing Ideas
1. Google Inc. (GOOG, Earnings, Analysts, Financials): Google is the world’s most popular search engine. Market cap at $232.09B, most recent closing price at $709.68. Google is a leader in ad-word advertising. This reach will extend in the mobile space.
2. Universal Display Corp. (PANL, Earnings, Analysts, Financials): Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in flat panel display, solid-state lighting, and other product applications. Market cap at $2.02B, most recent closing price at $43.58. The OLED maker provides materials for the display used in the Note II device.
3. Micron Technology Inc. (MU, Earnings, Analysts, Financials): Engages in the manufacture and marketing of semiconductor devices worldwide. Market cap at $6.82B, most recent closing price at $6.70. DRAM demand from PC is declining. Micron will benefit from sales of Mobile DRAM at Micron’s Elpida unit
4. Atmel Corporation (ATML, Earnings, Analysts, Financials): Designs, develops, manufactures, and markets a range of semiconductor integrated circuit (IC) products. Market cap at $2.86B, most recent closing price at $6.49. The company announced that one of its touchscreen controllers is being used in the Samsung Galaxy Note 10.1 tablet.
Samsung Galaxy III suppliers include:
5. Silicon Image, Inc. (SIMG, Earnings, Analysts, Financials): Engages in the design, development, and implementation of semiconductors and intellectual property (IP) solutions for the storage, distribution, and presentation of high-definition content in home and mobile environments worldwide. Market cap at $418.96M, most recent closing price at $5.09. The company makes the video transmitter.
6. Skyworks Solutions Inc. (SWKS, Earnings, Analysts, Financials): Together with its subsidiaries, offers analog and mixed signal semiconductors worldwide. Market cap at $5.65B, most recent closing price at $29.61. Supplies the power amplifier.
7. Sony Corporation (SNE, Earnings, Analysts, Financials): Designs, develops, manufactures, and sells electronic equipment, instruments, and devices for consumer, professional, and industrial markets worldwide. Market cap at $13.11B, most recent closing price at $13.05. Supplies the image sensor.
8. Audience, Inc. (ADNC, Earnings, Analysts, Financials): Market cap at $141.57M, most recent closing price at $6.96. Supplies the voice processor.
9. Maxim Integrated Products Inc. (MXIM, Earnings, Analysts, Financials): Designs, develops, manufactures, and markets a range of linear and mixed-signal integrated circuits worldwide. Market cap at $8.22B, most recent closing price at $28.17. Supplies the power management chip.
10. QUALCOMM Incorporated (QCOM, Earnings, Analysts, Financials): Engages in the development, design, manufacture, and marketing of digital wireless telecommunications products and services. Market cap at $110.51B, most recent closing price at $64.88. Supplies the baseband and app processor for models made in the United States.
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- Google Inc. (GOOG, Chart, Download SEC Filings)
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- Silicon Image, Inc. (SIMG, Chart, Download SEC Filings)
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- Sony Corporation (SNE, Chart, Download SEC Filings)
- Audience, Inc. (ADNC, Chart, Download SEC Filings)
- Maxim Integrated Products Inc. (MXIM, Chart, Download SEC Filings)
- QUALCOMM Incorporated (QCOM, Chart, Download SEC Filings)
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PANL makes the displays for nearly every Samsung smart phone as well as a variety of other OEM Android phones.
I meant panl sells the oled materials used in the displays…sorry about that.
Samsung smart phone as well as a variety of other OEM Android phones.
PANL makes the displays for nearly every Samsung smart phone.
smart phone as well as a variety of other OEM Android phones.
Samsung smart phone as well as a variety of other OEM Android phones.
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PANL makes the displays for nearly every Samsung smart phone.
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