Cisco�(CSCO)'s Internet of Things, or IoT, is a huge opportunity amounting to about $19 billion. The connected objects are expected to be around 50 billion by 2020, generating a huge volume of data that would require better infrastructure to maintain the Internet of Things as believed by Cisco. This is exciting news for the networking equipment major.
However, there are several companies looking to benefit from the evolution of the Internet. The devices need to have connectivity radios, sensors, and controllers built into them to communicate with each other. These type of solutions are provided by the likes of Skyworks Solutions (SWKS) and Broadcom (BRCM).
Skyworks to Benefit
Skyworks is in a prime position to benefit from the Internet of Things, being a manufacturer of radio frequency and mobile communications chips. The wireless connectivity is enabled by its analog and mixed signal semiconductors. The company�� power amplifiers, front-end modules, integrated radio frequency solutions, and other components help various mobile chips communicate by eliminating interference in a multi-band architecture.
Best Telecom Companies To Invest In Right Now: Broadcom Corporation(BRCM)
Broadcom Corporation designs and develops semiconductors for wired and wireless communications. It provides a portfolio of system-on-a-chip (SoC) and software solutions for the manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices, which enable the delivery of voice, video, data, and multimedia content to the home, office, and mobile environment. Its broadband communications products include cable modem SoCs; femtocell SoCs; MPEG/AVC/VC-1 encoders and transcoders; xDSL, passive optical network, and cable modem customer premises equipment and central office solutions; powerline networking SoCs; digital cable, direct broadcast satellite, terrestrial, and Internet protocol (IP) set-top box integrated receiver demodulators; high definition television and standard definition TV SoCs; and Blu-ray disc SoCs. The company?s mobile and wireless products comprise Wi-Fi and Bluetooth SoCs, wireless connectivity com bo chips, global positioning system SoCs, multimedia processors, applications processors, power management units, VoIP SoCs, mobile TV SoCs, and near field communications tags. Its infrastructure and networking products include Ethernet copper transceivers, Ethernet controllers and switches, backplane and optical front-end physical layer devices, security processors and adapters, and broadband processors. The company markets and sells its products through direct sales force, distributors, and manufacturers? representatives in the United States, as well as through regional offices, and a network of independent distributors and representatives in Asia, Australia, Europe, and North America. The company was founded in 1991 and is headquartered in Irvine, California.
Advisors' Opinion:- [By Lauren Pollock]
Broadcom Corp.'s(BRCM) third-quarter profit rose 44% as the chip maker’s margins and revenue increased, but it offered weak revenue guidance for the current quarter. Shares were down 8.3% to $24.89 premarket as the company’s fourth-quarter revenue projection missed analyst expectations.
- [By mitu77]
The IoT, will certainly creates new openings for various equipment manufacturers and many companies are joining this IoT bandwagon to leverage growth in future. Broadcom (BRCM), is a global innovation leader in semiconductor solutions for wired and wireless communications.
- [By Sean Williams]
Despite being a relatively new entrant into the smartphone and tablet market, NVIDIA has been well accepted. Year-over-year growth in 2012 was mostly flat, with the company transitioning from its Tegra 3 to next-generation Tegra 4 chips, but that's still a lot better than I can say for some of its peers. Intel (NASDAQ: INTC ) , a company that I think has a strong future tied to smartphone and tablet hardware as well as cloud computing, saw its market share tick up by just 0.2% in 2012, according to Strategy Analytics. Furthermore, Broadcom (NASDAQ: BRCM ) , which has significantly more market share than NVIDIA, will slowly cede that share over time in the U.S., since its processing chips are often found in older 3G-capable smartphones. Broadcom may find a lot of success overseas, but I'd say its smartphone market share is only set to tumble in the United States.�
Best Semiconductor Stocks To Watch For 2014: ARM Holdings PLC (ARMH)
ARM Holdings plc (ARM), incorporated on October 16, 1990, designs microprocessors, physical intellectual property (IP) and related technology and software, and sells development tools. As of December 31, 2012, the Company operated in three business segments: the Processor Division (PD), the Physical IP Division (PIPD) and the System Design Division (SDD). ARM licenses and sells its technology and products to international electronics companies, which in turn manufacture, markets and sells microprocessors, application-specific integrated circuits (ASICs) and application-specific standard processors (ASSPs) based on ARM�� technology to systems companies for incorporation into a range of end products. It also licenses and sells development tools directly to systems companies and provides support services to its licensees, systems companies and other systems designers.
ARM processor architecture and physical IP is used in embedded microprocessor applications, including cellular phones, digital televisions, mobile computers and personal computer peripherals, smart cards and microcontrollers. ARM�� principal geographic markets are Europe, the United States and Asia Pacific. ARM�� product offering includes microprocessor Cores: RISC microprocessor cores, including specific functions, such as video and graphics IP and on-chip fabric IP; embedded software; physical IP; development tools, and support and maintenance services.
Processor Division
The PD encompasses those resources that are centered on microprocessor cores, including specific functions, such as graphics IP, fabric IP, embedded software IP and configurable digital signal processing (DSP) IP. Service revenues consist of design consulting services and revenues from support, maintenance and training.
Physical IP Division
The PIPD is focused on building blocks for translation of a circuit design into actual silicon. During the year ended December 31, 2012, the Company�� total av! erage PIPD headcount was 557. ARM is a provider of physical IP components for the design and manufacture of integrated circuits, including systems-on-chip (SoCs). ARM Artisan physical IP products include embedded memory, standard cell and input/output components. Artisan physical IP also includes a limited portfolio of analog and mixed-signal products. ARM�� physical IP components are developed for a range of process geometries ranging from 20 nanometer - 250 nanometer. ARM licenses its products to customers for the design and manufacture of integrated circuits used in complex, high-volume applications, such as portable computing devices, communication systems, cellular phones, microcontrollers, consumer multimedia products, automotive electronics, personal computers and workstations and many others.
ARM�� embedded memory components include random access memories, read only memories and register files. These memories are provided in the form of a configurable memory compiler, which allows the customer to generate the appropriate configuration for the given application. ARM�� memory components include many configurable features, such as power-down modes, low-voltage data retention and fully static operation, as well as different transistor options to trade off performance and power. In addition, ARM�� memory components include built-in test interfaces that support the industry test methodologies and tools. ARM memory components also offer redundant storage elements.
ARM�� memory components are designed to enable the chip designer maximum flexibility to achieve the optimum power, performance, and density trade-off. ARM offers standard cell components that are optimized for high performance, high density or ultra high density. ARM logic products deliver optimal performance, power and area when building ARM Processors, Graphics, Video and Fabric IP along with general SoC subsystem implementation. ARM delivers physical interface for a range of DDR SDRAM (double-data rate s! ynchronou! s dynamic random-access memory) applications ranging from mission critical applications to low-power memory sub-systems. Silicon on Insulator (SOI) products is an alternative methodology to traditional semiconductor fabrication techniques.
System Design Division
The SDD is focused on the tools and models used to create and debug software and system-on-chip (SoC) designs. ARM�� software development tools help a software design engineer deliver products right the first time. Engineers use these tools in the design and deployment of code, from applications running on open operating systems right through to low-level firmware. The ARM Development Studio is a hardware components that allow the software designer to connect to a real target system and control the system for the purposes of finding errors in the software. The ARM DSTREAM unit allows the software developer to control the software running on the prototype product and examine the internal state of the prototype product. ARM Development Boards are ideal systems for prototyping ARM-based products. The ARM Microcontroller Development Kit supports ARM-based microcontrollers and 8051-based microcontrollers from companies, such as Analog Devices, Atmel, Freescale, Fujitsu, NXP, Samsung, Sharp, STMicroelectronics, Texas Instruments and Toshiba. The ARM Microcontroller Development Kit is used by developers who are building products and writing software using standard off-the-shelf microcontrollers.
The ARM Microprocessor Families
ARM architecture processors offers a range of performance options in the ARM7 family, ARM9 family, ARM11 family, ARM Cortex family and ARM SecurCore family. The ARM architecture gives systems designers a choice of processor cores at different performance/price points. The ARM7 offers 32-bit architecture capable of operating from 8/16-bit memory on an 8/16-bit bus through the implementation of the Thumb instruction set. The ARM9 family consists of a range of microprocessors in ! the 150-2! 50MHz range. Each processor has been designed for a specific application or function, such as an application processor for a feature phone or running a wireless fidelity (WiFi) protocol stack. The ARM9 family consists of a range of microprocessors in the 150-250 megahertz range. The ARM11 family consists of a range of microprocessors in the 300-600 megahertz range. ARM Cortex family is ARM�� family of processor cores based on version 7 of the ARM Architecture. The family is split into three series: A Series, A Series and M Series.
Advisors' Opinion:- [By Tony Reading]
LONDON -- I've always balked at�ARM Holding's (LSE: ARM ) (NASDAQ: ARMH ) 's massive price-to-earnings ratio. Even after a 10% fall from last month's high, the shares are trading at 46 times forecast earnings. Some say the pull-back is a buying opportunity.
- [By Travis Hoium]
Playing from behind
Up until now, ARM-based� (NASDAQ: ARMH ) �chips have dominated tablets and Intel has been shut out. Apple's (NASDAQ: AAPL ) newest full-sized iPad uses an ARMv7-based A6X chip�and the iPhone 5 runs a less-powerful A6 chip. Apple's giant market share in both product categories means ARM has a large market share in both tablets and smartphones. - [By Royston Wild]
I am currently looking at the dividend prospects of�ARM Holdings� (LSE: ARM ) (NASDAQ: ARMH ) and assessing whether the company is an appetizing pick for income investors.
- [By Sneha Shah]
5) Mobile Device entry will pay off - Microsoft has introduced both hardware and software products for the mobile industry. The company has launched Windows tablets based on both ARM (ARMH) and Intel (INTC) processors. The company has also made its Windows 8 much more mobile friendly with a totally new interface (Live Tiles). The company has also partnered with the world's second largest mobile seller Nokia (NOK) so that Nokia smartphones will only use Windows operating system. PC vendors like Acer, Lenovo etc. have also introduced new products like the PC-tablet hybrids which make use of the new Windows 8 operating system. The new "Windows Blue" operating system will go further in making Windows more tablet/smartphone friendly and it is rumored that it will unite the mobile and PC versions of the Windows OS. IDC expects that Microsoft will capture a ~10% market share of the tablet operating system segment by 2017 (up from almost 0% now).
Best Semiconductor Stocks To Watch For 2014: Intel Corporation(INTC)
Intel Corporation engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also provides system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. In addition, it offers chipset products that send data between the microprocessor and input, display, and storage devices, including keyboard, mouse, monitor, hard drive, and CD, DVD, or Blu-ray drives; motherboards designed for desktop, server, and workstation platforms, and that has connectors for attaching devices to the bus; and wired and wireless connectivity products consisting of network adapters and embedded wireless cards used to translate and transmit data across networks. Further, the company provides NAND flash memory products primarily used in portable memory storage devices, digital camera memory cards, and solid-state drives; software products comprising operating systems, middleware, and tools used to develop, run, and manage various enterprise, consumer, embedded, and handheld devices; and software development tools that enable the creation of applications. Additionally, it develops computing platforms, which are integrated hardware and software computing technologies designed to offer an optimized solution. The company sells its products principally to original equipment manufacturers, original design manufacturers, PC components and other products users, and other manufacturers of industrial and communications equipment. It has a strategic alliance with Scientific Conservation Inc. Intel Corporation was founded in 1968 and is based in Santa Clara, California.
Advisors' Opinion:- [By WALLSTCHEATSHEET]
Intel is a developer of technology products such as microprocessors, chipsets, and software, and distributes them to companies and consumers around the world. The company’s�CEO Brian Krzanich will speak at the Consumer Electronics Show in Las Vegas to present the company�� plan to regain relevancy. The stock has not made significant progress in the last several years and is currently pulling back. Over the last four quarters, earnings and revenues have been decreasing. However, investors have been optimistic about recent earnings announcements. Relative to its peers and sector, Intel has been an average year-to-date performer. WAIT AND SEE what Intel does this quarter.
Best Semiconductor Stocks To Watch For 2014: NextStage Inc (NXT)
NextStage, Inc. is a holding company. The Company is engaged in the management of its investments in shares of stocks of its subsidiaries. The Company�� subsidiaries include Mondex Philippines Inc. (MXP), Infinit-e Asia Inc. (Infinit-e Asia) and Technology Support Services, Inc. (TSSI). MXP operates a multi-application smart card system in Philippines. Infinit-e Asia is a software development company specializing on smart card and e-commerce solutions tailored to enhance the business of its clients. Infinit-e Asia develops smart card solutions for both real and online applications and on both contact and contactless platform. Infinit-e Asia�� spectrum of products and applications are classified as payments, data capture and security. TSSI is engaged in the business of business process outsourcing (BPO), applications service providers (ASP) and managed service providers (MSP). Advisors' Opinion:- [By Namitha Jagadeesh]
HSBC Holdings Plc (HSBA), Europe�� largest bank, slid 2.1 percent. International Consolidated Airlines Group SA (IAG) declined 2 percent as it canceled some of its flights following a disruption caused by one of its planes at Heathrow airport. Next Plc (NXT) retreated 2.4 percent as Morgan Stanley cut its recommendation on the shares.
Best Semiconductor Stocks To Watch For 2014: Micron Technology Inc.(MU)
Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still c ameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.
Advisors' Opinion:- [By Nicholas Vardy]
Here's why I expect Micron Technology (MU) to move up even further in the weeks ahead.
First, Micron is in an enviable position in the otherwise boom-and-bust semiconductor sector.
- [By Dan Caplinger]
Micron Technology (NASDAQ: MU ) , up 24%
Micron vaulted into the stratosphere in May on news that it won the bidding for the assets of bankrupt Japanese DRAM memory maker Elpida, paying $2.75 billion to beat out two other major bidding groups. With the purchase, Micron will suddenly be among the top players in the industry, trailing Samsung but coming in ahead of South Korea's Hynix. As consolidation in the industry continues, the prospects for bitter price wars to end and for margins to rise look brighter, and that could spell long-term profits for Micron once its deal is complete. - [By Paul Ausick]
Micron Technology Inc. (NASDAQ: MU) benefits by the demand for more of its mobile DRAM in the iPhone 5c. Micron’s stock closed at $22.17 on Friday, in a 52-week range of $6.07 to $23.67, and shares were trading down about 3.4% in Monday’s premarket. The Sterne Agee price target on the stock is $26.00, yielding a potential upside of around 17.3%. The consensus EPS estimate for FY 2015 is $2.29 and the forward multiple is 9.68.
- [By Selena Maranjian]
Soros Fund Management reduced its stake in lots of companies, including Micron Technology (NASDAQ: MU ) , which is trading near its 52-week high lately. Its advocates see growth in tablets and smartphones�driving demand�for memory chips, though a sputtering PC market isn't helpful. Bulls liked its second-quarter earnings report, too, which featured lower costs and rising margins that hinted at a return to profitability soon. Micron's purchase of Japanese manufacturer Elpida also seems promising, boosting its capacity and its relationship with�Apple. Bears worry about Micron losing market share, though, and don't like the commoditization of memory or Micron's debt.
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