RBC estimated that
(OTCMKTS:SSNLF) Galaxy S4 sales will total 80 million units by the
end of 2013. Citing channel checks that suggested demand in the US
was solid, the assessment is a buying opportunity for investors
interested in the smartphone supply chain. Sorted by the price to
sales ratio, there are some of the suppliers that would benefit
from higher S4 sales.
Chances are good that S4 sales could reach 100 million units in
lifetime sales. Samsung is also
a Galaxy S4 mini, which sports a small 4.3-inch display. A Galaxy
S4 Zoom is also
to have a camera with a 10x optical zoom lens. The rear camera will
be 16-megapixels. The device will have a 1.6 GHz dual-core
processor powered by
), a microSD slot, and 8GB of memory. Similar to waterproof
) Xperia smartphones, Samsung is also reportedly releasing a Galaxy
. The device will be water and dust resistant, and will have a
1. Synaptics Inc.
): Develops and supplies custom-designed human interface solutions
that enable people to interact with various mobile computing,
communications, entertainment, and other electronic devices. Market
cap at $1.34 billion, most recent closing price at $41.27. If an
announcement of the Active and Zoom Samsung phones are true, then
the suppliers could rally ahead of the event. Synaptics, whose
shares are off 9% from its 52-week high, could move up again. The
company makes the touchscreen for Samsung. It gave a strong
the S4 contract.
2. Universal Display Corp.
): 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 $1.33B, most recent closing price at
$28.78. Universal Display makes materials used for the OLED
component of the Galaxy S4. The company has a multi-year OLED
supply contract with Samsung.
3. TriQuint Semiconductor, Inc.
): TriQuint Semiconductor, Inc. supplies modules, components, and
foundry services to communications companies worldwide. Market cap
at $1.17B, most recent closing price at $7.17. TriQuint Semi, which
makes radio-frequency (or RF) solutions, is up 46% so far in 2013.
The company also operates in the transport segment, where it is
growing at 9% a year. The company makes 40G and 100G optical
drivers for this market. The company forecasts revenue of $187.5
million in the current quarter, and a loss of $0.11 per share.
4. Atmel Corporation
(ATML): Designs, develops, manufactures, and markets a range of
semiconductor integrated circuit (IC) products. Market cap at $3.4
billion, most recent closing price at $7.94.Atmel Corporation,
whose shares are at a 52-week high,
the low-power sensor hub for the Galaxy S4.
5. Skyworks Solutions Inc.
(SWKS): Skyworks Solutions, Inc., together with its subsidiaries,
offers analog and mixed signal semiconductors worldwide. Market cap
at $4.51B, most recent closing price at $23.57. Skyworks Solutions
Inc., whose shares are range-bound between $20 and $24, reported a
rise in revenue last quarter. The company makes 3G, switching, and
WLAN solutions. It also makes GSM and SPRS products. Skyworks
Solutions reported a net revenue of $425.2 million, up 16.6% for
the quarter ending March 29, 2013.
This story by Chris Lau originally appeared on
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