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...

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