The Galaxy S III Supply Chain Winners

| About: Samsung Electronics (SSNLF)

OK, so it wasn't as hyped as the iPad 3 ... sorry ... new iPad ... teardown. But, the iFixit team took its tools to the new Samsung (OTC:SSNLF) Galaxy S III and if you like to own stocks in the smart phone supply chain, the supplier checklist is must know reading.

First, the stuff you probably know already. Its OS is Google's (NASDAQ:GOOG) Ice Cream Sandwich and the glass is Corning's (NYSE:GLW) Gorilla version 2, which is thinner and lighter.

Now, we'll move onto the stuff you likely didn't already know.

The device is powered by Samsung's in house Exynos 4412 quad-core A9, built on ARM (NASDAQ:ARMH) architecture. It also uses Samsung's own NAND Flash.

Murata supplies its M2322007 WiFi module, which features Broadcom's (BRCM) BCM4330 again - sorry, Texas Instruments (NYSE:TXN). The 4430 lets users connect to devices via Bluetooth and WiFi Direct.

Broadcom also supplies its BCM47511 integrated Monolithic GNSS Receiver, which handles GPS for the Galaxy.

Intel (NASDAQ:INTC) carried over its baseband slot from the Galaxy S2, supplying the PMB9811X Gold again.

Maxim Integrated's (NASDAQ:MXIM) power management ICs found inside include the MAX77693 and MAX77686.

Skyworks (NASDAQ:SWKS) continues to carve out slots, with both their SKY77604 Multi-Mode/Multi-Band Power Amplifier and SKY13397 RF Switch helping you view all sorts of high bandwidth content regardless of what type of network you're on.

ST Micro (NYSE:STM) continues to dominate accelerometers and gyroscopes. In the S3 they supplied a combo sensor, the LSM330DLC 3D accelerometer and 3D gyroscope. While the combination means a slot loss, its use reflects the ongoing pressure on suppliers to shrink silicon footprints. STM also has the STD03 AMOLED display driver slot.

Audience (NASDAQ:ADNC) 305B "earSmart" voice processor is also included, reflecting industry OEM trends toward making voice more useful by eliminating background noise. In case you didn't know, Audience's technology is built right into Apple's A5X chip.

The touch screen chip is a Korean Melfas 8PL533, which isn't too surprising given Melfas has been selling touch modules to Samsung since 2006.

Finally, Silicon Image (NASDAQ:SIMG) supplies its 9244Bo MHL Transmitter. This is a low power 1080p capable chip for delivering high definition content, which allows the Galaxy to connect to other devices, like a TV, through the micro USB port. Once TVs are sold equipped with MHL, the phone will charge when connected to the TV - important given batteries drain quick when streaming HD content.

With AT&T (NYSE:T), Verizon (NYSE:VZ), T-Mobile and Sprint (NYSE:S) taking pre-orders for the Galaxy S3, analysts will be watching closely to see if consumers are as drawn to the device as the S2. According to AppBrain, the highly popular S2 is by far the most sought after Android phone, with a 10.2% market share.

Given Samsung sold 41 million smart phones in Q1 - better than Apple's (NASDAQ:AAPL) 37 million - similar success for the S3 suggests strong quarterly revenue at each of these suppliers, making them attractive buys during summer's typical swoon.

Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in ADNC, SWKS over the next 72 hours.