Many analysts have suggested going long on Apple's supply chain over the years. Barclays,...

|By:, SA News Editor

Many analysts have suggested going long on Apple's supply chain over the years. Barclays, however, thinks now is a good time to bet on Samsung's (SSNLF.PK) supply chain, given the Korean conglomerate's surging smartphone production, and an expected lull in iPhone builds ahead of a fall refresh. BRCM, SWKS, RFMD, and MXIM are mentioned as firms with healthy Samsung exposure, though the first two are also heavily exposed to Apple.