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Apple (AAPL) Suppliers In Focus After Company Releases List

January 13, 2012 12:42 PM EST
AAPL Hot Sheet
Overall Analyst Rating:
    BUY (= Flat)

EPS Growth %: +92.2%
Traders are discussing Apple (Nasdaq: AAPL) suppliers after the company released a list for the first time:

This list, while comprehensive, clearly does not represent all the parties that work with Apple as some known suppliers were not on this list. OmniVision Technologies (Nasdaq: OVTI), Cirrus Logic, Inc. (Nasdaq: CRUS) stand out as missing. Cirrus Logic, for example, sell to Apple through multiple contract manufacturers. And recent breakdowns of the iPhone 4 and 4s showed OmniVision is in Apple products.

Included on the list:
Avago Technologies (Nasdaq: AVGO)
Broadcom (Nasdaq: BRCM)
Diodes Incorporated (Nasdaq: DIOD)
Microchip Technology (Nasdaq: MCHP)
Advanced Micro (NYSE: AMD)
Intel (Nasdaq: INTC)
Molex (Nasdaq: MOLX)
NXP Semiconductor (Nasdaq: NXPI)
Sony (NYSE: SNE)
Analog Devices (NYSE: ADI)
Brady Corporation (NYSE: BRC)
Elpida Memory
Emerson Electric (NYSE: EMR)
Cypresss Semi (NYSE: CY)
Flextronics (Nasdaq: FLEX)
Intersil (Nasdaq: ISIL)
Fairchild (NYSE: FCS)
Hon Hai Precision Industry
LG Dislpay (NYSE: LG)
Marvell (Nasdaq: MRVL)
Maxim Integrated (Nasdaq: MXIM)
Qualcomm (Nasdaq: QCOM)
Panasonic (NYSE: PC)
Samsung (NYSE: SI)
Toshiba
Nvidia (Nasdaq: NVDA)
ON Semiconductor (Nasdaq: ONNN)
Western Digital (NYSE: WDC)
TriQuint (Nasdaq: TQNT)
Texas Instruments (NYSE: TXI)
STMicroelectronics (NYSE: STM)
Skyworks (Nasdaq: SWKS)
Seagate (NYSE: STX)
SanDisk (Nasdaq: SNDK)
Renesas

A full list can be found here


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