Seeking Alpha

IDC: smartphone sales to grow 40% in 2013 to 1B

  • IDC's forecast represents only a slight slowdown in growth from the 44% rate it believes was seen in 2012, and is easily more optimistic than most forecasts made earlier this year. Back in January, Strategy Analytics predicted smartphone shipments would rise only 27% this year to 875M.
  • Thanks to strong smartphone demand, IDC now expects total mobile phone shipments to rise 7.3% this year to 1.8B, after declining 1.2% last year.
  • Android (GOOG) is expected to claim 75.3% of 2013 shipments; its Q2 share was pegged at 79.3%. The iPhone, aided by an upcoming refresh, is expected to have a 16.9% 2013 share vs. 13.2% in Q2.
  • Chipmakers with strong mobile exposure: QCOM, BRCM, SWKS, TQNT, ANAD, RFMD, SYNA, CRUS, MXIM, HIMX, OVTI, AUDC.
Comments (5)
  • INVN, MX
    4 Sep 2013, 06:36 PM Reply Like
  • Agree, but smartphones are only the tip of the iceberg for InvenSense:
    http://seekingalpha.co...

     

    By contrast most of the symbols here are threatened by Qualcomm's entry into the chip market.
    4 Sep 2013, 06:47 PM Reply Like
  • Also one could add stocks like RDA, SPIL and ASX. But these are for experts only :)
    4 Sep 2013, 07:18 PM Reply Like
  • MU and SNDK also have strong exposure to smartphones and mobile generally. Both embedded memory and aftermarket cards.
    4 Sep 2013, 07:45 PM Reply Like
  • Tqnt is up 60% and eps and gm are increasing rapidly plus it is not a well known stock
    5 Sep 2013, 10:11 AM Reply Like
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