Watch These 9 Blackberry Suppliers

Watch These 9 Blackberry Suppliers

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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, Earnings, Analysts, Financials): 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

Samsung supplies the memory and flash storage for Blackberry. Flash memory continues to be a growing market for suppliers. Other players in this space include Sandisk (SNDK), Intel (INTC) and Micron (MU).

 

2. QUALCOMM Incorporated (QCOM, Earnings, Analysts, Financials): Engages in the development, design, manufacture, and marketing of digital wireless telecommunications products and services.

  • 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

The dual-core 1.5GHz processor powers the Blackberry. Qualcomm benefits from growing sales from other brands. Investors already expect more from the company: market cap is $112.42B. Qualcomm has a bigger market cap than that of Intel.

 

3. Texas Instruments Inc. (TXN, Earnings, Analysts, Financials): 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, Earnings, Analysts, Financials): 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, Earnings, Analysts, Financials): 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, Earnings, Analysts, Financials): 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, Earnings, Analysts, Financials): 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.

 

8. STMicroelectronics NV (STM, Earnings, Analysts, Financials): 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, Earnings, Analysts, Financials): 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

Synaptics sales were held back by PC sales (down 8%), but mobile sales grew 4% in in the last quarter. Stronger sales for Blackberry will help Synaptics, but the company benefits from better sales of Nokia smartphones.

 

(List compiled by Kapitall Contributor Chris Lau)

 

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