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Galaxy S4 sales will top 10M next week (less than a month after launching), says Samsung...

Galaxy S4 sales will top 10M next week (less than a month after launching), says Samsung (SSNLF.PK) co-CEO Shin Jong-kyun. The Galaxy S III took 50 days to crack 10M. Samsung thinks S4 sales could eventually reach 100M, or twice the 50M the S III has seen over its lifetime. Suppliers with decent exposure: RFMD, ANAD, PANL, QCOM, BRCM, SYNA.
Comments (3)
  • Esekla
    , contributor
    Comments (2586) | Send Message
     
    The market seems to be only interested in momentum stocks right now. RFMD and PANL are growing their businesses to whole new levels, but without the press, it apparently means nothing.
    17 May 2013, 01:31 PM Reply Like
  • Philip Marlowe
    , contributor
    Comments (976) | Send Message
     
    Some additions to your list: SWKS, INVN.
    17 May 2013, 09:47 PM Reply Like
  • Esekla
    , contributor
    Comments (2586) | Send Message
     
    There was substantial questioning of INVN supplying for the S4, please post a link to documentation, if you have it. I don't think their future is so tied to smart phones anyway: http://seekingalpha.co....

     

    As for Skyworks, I think the GS4 win is offset by historical Apple reliance, whereas RFMD gains both as NEW customers... a fact which has not yet bet fully priced in.
    19 May 2013, 06:36 PM Reply Like
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