Helix Investment Research
Long only, special situations, contrarian, growth

Silicon Image: Commodity Smartphone Market To Drive Growth

Over the course of 2013, multiple industry observers have noted that the smartphone market is becoming increasingly bifurcated, split between high-end devices such as the iPhone or Galaxy S IV, and low-end, commodity smartphones. Although this has raised concern that companies with meaningful high-end exposure could see pressure on their business, one smartphone-oriented company is well positioned to play both sides of the market. Silicon Image (NASDAQ:SIMG) has meaningful exposure to both Samsung and a variety of "commodity" smartphone manufacturers, giving it exposure across a wide swath of the global smartphone market. With a strong balance sheet and a slate of new product offerings, Silicon Image is set to see meaningful growth in 2013 and beyond, and we...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details