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).
- 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.
- 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.
- 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.
- 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.
- 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.
- 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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Dig Deeper: Access Company Snapshots, Charts, Filings
- Samsung ELECT LTD(F) (SSNLF, Chart, Download SEC Filings)
- QUALCOMM Incorporated (QCOM, Chart, Download SEC Filings)
- Texas Instruments Inc. (TXN, Chart, Download SEC Filings)
- TriQuint Semiconductor, Inc. (TQNT, Chart, Download SEC Filings)
- RF Micro Devices (RFMD, Chart, Download SEC Filings)
- Avago Technologies Limited (AVGO, Chart, Download SEC Filings)
- Sony Corporation (SNE, Chart, Download SEC Filings)
- STMicroelectronics NV (STM, Chart, Download SEC Filings)
- Synaptics Inc. (SYNA, Chart, Download SEC Filings)
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