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RF Micro Devices Inc. Message Board

  • lakers_w lakers_w Mar 20, 2013 4:04 AM Flag

    IBD: chipmakers to benefit from Samsung Galaxy S4

    Samsung's Galaxy S4 smartphone could make up 2.5% of total semiconductor sales this year, providing a boost for a bunch of chipmakers, RBC Capital Markets analyst Doug Freedman said Friday.
    Samsung's new flagship smartphone was unveiled late Thursday and is expected to be available from wireless carriers starting in late April. The Galaxy S4, which uses Google's (GOOG) Android operating system, will compete with Apple's (AAPL) iPhone 5 for high-end smartphone buyers.
    RBC says Samsung could sell 70 million S4 units in 2013, which suggests about $7.5 billion in semiconductor sales, or 2.5% of total chip sales this year.
    Chip companies likely to get incremental revenue from the new phone include Broadcom (BRCM), Maxim Integrated Products (MXIM), Avago Technologies (AVGO), SanDisk (SNDK) and Micron Technology (MU), Freedman said.
    With the Galaxy S4 being made available from 327 mobile carriers in 155 countries, it's going to be a big product launch. Wedge Partners analyst Brian Blair said the S4 should outperform its predecessor, the Galaxy S3, and sell more than 20 million units in its first 100 days.
    The Galaxy S4 is likely to use different chip configurations in different regions. In the U.S., it's expected to use Qualcomm's (QCOM) quad-core Snapdragon application processor, but in international markets it likely will use Samsung's eight-core Exynos chip.
    One Asia-market teardown of a Galaxy S4 showed components from Broadcom, Synaptics (SYNA) and TriQuint Semiconductor (TQNT), along with a Samsung Exynos chip, Blair said in a research note Friday.
    Also, RF Micro Devices (RFMD) issued a press release Friday stating they had been selected to support a "fourth-generation flagship smartphone," the company said.
    Samsung's selection of a 13-megapixel main camera for its S4 should benefit camera sensor makers Sony (SNE) and OmniVision Technologies (OVTI) as ot

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