New iPad Could Benefit ARM (ARMH), Imagination (IMG.L), ASML (ASML) and Ericsson (ERIC) - Analyst

March 8, 2012 8:34 AM EST
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Analysts at JPMorgan commented on some possible winners from the introduction of Apple's (Nasdaq: AAPL) new iPad.

The firm said the higher selling price of A5X processor may result in higher royalty payments to Imagination (IMG.L) and ARM Holdings, plc (Nasdaq: ARMH). Also, ASML (Nasdaq: ASML) may benefit from the larger die size of the processors.

The new LTE feature will drive network upgrades, benefiting Ericsson (Nasdaq: ERIC), they said.


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