Apple Inc. (AAPL) Not the Only One To Benefit From iPhone 5 Sales

Apple Inc. (NASDAQ:AAPL) is preparing to unveil its new iPhone to much pomp and circumstance. While investors are sure to pay attention to Apple stock as launch day gets closer, with investors and analysts expecting big things from the company and its stock over this and next quarter. However, investors might also want to take a hard look at some other stocks and companies who will benefit from the iPhone release as much as Apple Inc. (NASDAQ:AAPL) will, if sales are anywhere near expectations.

Apple Inc. (NASDAQ:AAPL)

Apple Inc. (NASDAQ:AAPL) has had strong partnerships with several semiconductor companies that produced much of the electronics in the iPhone - QUALCOMM Inc. (NASDAQ:QCOM), Fairchild Semiconductor International (NYSE:FCS) and NXP Semiconductors NV (NASDAQ:NXPI).

If Apple Inc. (NASDAQ:AAPL) does follow through on its September iPhone 5 launch as expected (though the company itself is not saying officially, other than to announce an “event” Sept. 12), some analysts see the company’s fourth-quarter sales will get a quick boost of as much as 12 percent.  An Apple analyst at Piper Jaffray was suggesting that the company could sell as many as 10 million new iPhones in the first month, which could raise quarterly revenues about 8 percent.  Another analyst predicts that that Apple will sell about 250 million iPhone 5 units, with about 50 million in the fourth quarter of 2012.

Translating that to the prominent semiconductor partners of Apple Inc. (NASDAQ:AAPL), having 50 million units produced would exceed estimates for QUALCOMM Inc. (NASDAQ:QCOM) as well as Fairchild Semiconductor International (NYSE:FCS) and NXP Semiconductors NV (NASDAQ:NXPI).

FBR analyst Craig Berger said, “QUALCOMM could see its baseband content grow from about $8 in the iPhone 4S to $15−$18 in the iPhone 5 as Apple upgrades to a 4G LTE slim baseband modem. This could drive 19% of annual QCT sales and $0.25 of EPS (excluding royalties and iPads). (Fairchild Semiconductor should see) increasing analog and FET content in the handset and growing AC/DC content in the device charger, a plus as Apple ramps toward 10% of revenues in 2013.”

Paying close attention to Apple Inc. (NASDAQ:AAPL) are hedge funds like David Einhorn’s Greenlight Capital (click to see Einhorn’s portfolio). Hedge funds invested in QUALCOMM Inc. (NASDAQ:QCOM) include Julian Robertson’s Tiger Management; interested investors in Fairchild Semiconductor International (NYSE:FCS) include Ken Fisher’s Fisher Asset Management; and key stakeholders with NXP Semiconductors NV (NASDAQ:NXPI) include Ken Griffin’s Citadel Investment Group.

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

5 Best States for Golf Adventures

Top 15 Places To Visit Before You Die

10 Most Expensive Smartphones in the World

10 States with Lowest Physician Density

10 Top Reasons For Getting Fired

The 3 Best States to Start an LLC

10 Jobs That Allow You to Travel

7 High-Paying Jobs You Can Do From Home

12 Best Cities to Shop in USA

10 Best States To Practice Medicine

The 10 Best States to Have a Business

The 12 Most Expensive Apple (AAPL) Apps in the Market

The 10 Richest Billionaires in the World

10 Biggest Kickstarter Failures

The 10 Best Places to Work At

The Top 10 of Google Inc (GOOGL)’s Most Expensive Acquisitions

13 Best Cities to Visit in South America

10 Most Expensive Works of Art of All Time

The 10 Richest Banks in the World

The 10 Best-Paying Jobs in America (2014)

7 Most Expensive Foods in the World

The World’s Top 10 Earning Authors

Five Wicked and Very Expensive Items (and Other “Stuff”) Sold on eBay

10 Biggest Celebrity Bankruptcies

The Top 10 Highest Paid CEOs in 2014

The 10 Most Expensive Real Estate Cities in America

10 Most Expensive States To Live In America

The 10 Best Airlines in the World

The 10 Best-Selling Cars in 2014

The 10 Best Industries to Invest In

The 10 Most Expensive States to Own a Car In

Top 10 Business Schools in US: 2014 Rankings

Top 20 Female Billionaires in 2014

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!