How You Can Profit From the Mobile Revolution Without Picking Sides: QUALCOMM, Inc. (QCOM), Dolby Laboratories, Inc. (DLB), Corning Incorporated (GLW)

Page 1 of 2

The mobile revolution is expected to continue on full-steam. Research firm Canalys is expecting global shipments of mobile devices to reach 2.6 billion units by the year 2016, with the overall mobile devices market advancing 8% in growth annually. The firm sees tablets and smartphones growing quickest, with annual growth rates of 35% and 18% respectively. You can argue all day long who will “win,” who will be most popular, whether Android is better than iOS, if Windows Phone will be a challenger, or if the new Blackberry 10 will gain market share. Or you can step aside from the bickering and the noise and look at the real situation. Some companies will benefit from these mobile players, no matter who leads in market share or sells the most mobile devices.

All mobile devices need chips…

And that’s where QUALCOMM, Inc. (NASDAQ:QCOM) comes in. The company is a dominant player in the mobile chip market shipping 86% of the 47 million LTE-capable chips shipped in 2012. Revenue and earnings were both up a whopping 30% year-over-year at the end of the company’s last quarter, as well. The company’s chips can be found in everything from your Android tablet to Nokia Corporation (ADR) (NYSE:NOK)’s Lumia 920 Windows Phone.

The company also has bright prospects going forward, recently introducing its RF360 radio chipset which covers 40 different LTE frequencies. This is more than just innovative, it’s revolutionary. Why? Because carriers have selected such a wide array of frequencies for 4G that LTE around the world has become fragmented. Qualcomm’s new chip works on all of them. The company is also claiming that power consumption is reduced by up to 30%, and the new chips are up to 50% smaller than current models.

QUALCOMM, Inc. (NASDAQ:QCOM) is also baking other technologies into its chips. Back in November the company acquired ultrasound technology assets that will enable their chips to provide devices with the capability of supporting and integrating features such as the stylus (already found on some  Samsung Galaxy models) and possibly even “touch-free interfaces for devices” in the future. Oh, and don’t forget sound.

It’s about time audio quality became a priority in mobile…

According to Rachel King of ZDNet, Qualcomm is also working with audio king Dolby Laboratories, Inc. (NYSE:DLB) to up-the-ante in mobile sound. Dolby Digital Plus technology, (which can already be found, or rather heard, in its first adopter, the  Amazon.com, Inc. (NASDAQ:AMZN) Kindle) will now be incorporated into Qualcomm’s silicon platform to bring the high-definition entertainment experience to mobile. Dolby’s audio technology will be implanted directly into Qualcomm’s chips, which will leave  implementation headaches for OEMs out of the picture. In a report conducted by Dolby Laboratories, Inc. (NYSE:DLB), audio quality for mobile was seen as highly in-demand amongst consumers as well:

Source

A partnership with the dominant Qualcomm instantly propels Dolby out of the dying PC age and into the relevant mobile market space. This also allows them to build a solid foundation in the early stages of premium sound for tablets, smartphones, and other mobile devices.

Page 1 of 2

Biotech Insider Alert - $6 Stock To Hit $40

$200 Million Dollar Healthcare Hedge Fund's #1 Best Idea Right Now

The best healthcare hedge fund out there right now is one of the largest shareholders in this biotech stock. The fund returned more than 20% in each of the last 2 years with a virtually fully hedged portfolio, and it's sending out a BUY signal on this biotech stock. Get your FREE REPORT today (retail value of $300)

This is a FREE report from Insider Monkey. Credit Card is NOT required.
Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The Greatest Directors in the World

Largest Animals in the World

World’s Most Expensive Desserts

Best Selling Comic Books of All Time

A-list Actors who Sabotaged Their Career

Rappers With a College Degree

The Best Jazz Albums of all Time

The Most Influential Jazz Musicians

The World’s Most Famous Photographers

The Best Oscar-Winning Songs

Most Influential Choreographers Ever

Most Expensive Department Stores in the World

The Most Expensive Stolen Paintings in the World

The World’s Most Expensive Teas

Top Oscar Record Holders

The Most Expensive Flowers in the World

Countries With a Booming Film Industry

Most Expensive Cupcakes in the World

Uncommon European Escapes

The Most Stolen Artists in History

Best Travel Destinations in Australia

World’s Most Expensive Musical Instruments

World’s Most Famous Animals

Most Expensive Cakes in the World

Most Expensive Kosher Champagne in the World

Most Expensive Kosher Wine in the World

The Most Surprisingly Dark Fairy Tales

Most Popular Travel Destinations in Asia

The 10 Most Expensive Dresses Ever Worn to the Oscars

World’s Most Visited Art Museums

Best Countries for Photographers to Work in

Best Paid Jobs in the Film Industry

The Most Renowned Recovered Paintings Ever

Child Stars That Turned out Just Fine

Books That Were Banned in the Past Century

World’s Richest Dancers

Best Remedies against Bad Breath

Foods That Improve Your Skin Texture

Best-Selling Children’s Books of all Time

Foods That Boost Your Libido

Best-Selling Books of all Time

The Most Expensive Academy Awards Jewelry in History

Most Expensive Japanese Restaurant In New York City

The Best B-Boy Movies

Most Awesome Hip Hop Documentaries

Foods That Stain Your Teeth

Richest Doctors in the World

The Best Movie Sountracks Ever

The Highest Grossing Musicals on Broadway

The Most Successful Reality TV Stars

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 129% in 2.5 years!! Wondering How?

Download a complete edition of our newsletter for free!