Watch These 9 Blackberry Suppliers

Watch These 9 Blackberry Suppliers

Research  these Stocks on Kapitall’s Playground Now

research now

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)


Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

New to Kapitall?

1. New to the site? Click here to register for a free account, and gain access to more tools and data
2. Looking for more investing ideas like this? Click here to sign up for your free copy of Kapitall Weekly
3. Follow us on SeekingAlpha, Motley Fool, Nasdaq and Twitter



12 Responses to “Watch These 9 Blackberry Suppliers”

  1. Enter text right here!e no comments posted ye
    Home and family blog

  2. their most successful Games ever. Lizzie Armitstead in the Cycling Road Race started the record medal haul that was completed with Sam Murray's silver in the Modern Pentathlon, just hours before the closing ceremony on ebooks

  3. Lizzie Armitstead in the Cycling Road Race started the record medal haul that was completed with Sam Murray's silver in the Modern Pentathlon, just hours before the closing ceremony on Sundayanimation services in los angeles

  4. Denmark have bag taxes while in Belgium and France retailers charge a fee that goes toward their collection and recycling. The Italian Government has taken the issue one step further by introducing a total ban on plastic bags.verdienen nederland

  5. Designs for your room review! It looks like you have a great apartment with wonderful natural light! This review is where I have an opportunity to rate your room based on the prin…
    russian binary brokers

  6. record medal haul that was completed with Sam Murray's silver in the Modern Pentathlon, just hours before the closing ceremony on Sunday.

  7. base Gamerscore plus up to four extra blocks of 100 Gamerscore (one per quarter) for DLC. Xbox Live Indie Games, meanwhile, don't support Achievements and Gamerscore at all. Top Web Design Gold Coast

  8. hen swings to the southeast and receives the Aliso Hills Channel, which enters from the left, 13 miles (21 km) from the moumatcha tea

  9. yet I never found any interesting article like yours. It’s pretty worth enough for me. In my opinion, if all webmasters and bloggers made good content as you did, the web will be a lot more useful than ever

  10. Enter text right here!ike yours. It’s pretty worth enough for me. In my opinion, if all webmasters and bloggers made good content as you did, the web will be a lohacked amazon fire tv stick

  11. keeping tabs on his progress. He bikes a hundred miles or more at a time, sometimes riding as far as Arthur and back. East Coast Building And Pest

  12. offenders' accounts. To post comments, you must first be a registered user, and your username will appear with any comment you post. Happy posting.hacked amazon fire tv stick

Leave a Reply