The Real Winner in Mobile

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

We learned recently that Samsung, based on unit volume, is now both the king of the smartphone and mobile phones in general. The company overtook Apple in smartphones and also moved past Nokia in mobile. David thinks that InvenSense might be a big winner as a result of this news, as it supplies motion sensor chips to Samsung. David and John own shares of InvenSense in their 10-Bagger Portfolio and remain pretty excited about the stock going forward.

Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.

David Meier and John Reeves both own shares of Apple. The Motley Fool owns shares of Apple, InvenSense, and Microsoft. Motley Fool newsletter services recommend Apple, Microsoft, and Nokia. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


Read/Post Comments (6) | Recommend This Article (6)

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  • Report this Comment On May 04, 2012, at 12:48 PM, k9isadog wrote:

    this stock gives me motion sickness...went long today

  • Report this Comment On May 04, 2012, at 12:55 PM, applefan1 wrote:

    Well, you should put the word 'CURRENT' winner, but the game is NOT over.

  • Report this Comment On May 04, 2012, at 1:04 PM, applefan1 wrote:

    InvenSense only makes motion sensors, but they aren't the ONLY company that makes motion sensors for the smartphone, game box, tablet, etc. market. Analog Devices also makes motionsensors as does ST Microelectronics.

    Analog Devices makes other products so their product line is not relying solely on motion sensors to make money.

    Look at the various competitors of motion sensors since Apple, Samsung, etc. can switch suppliers almost at any time.

    The problem with chip mfg. is those companies have their own battles along the way as to who is the leader or the best position for growth.

  • Report this Comment On May 04, 2012, at 3:45 PM, zcharles wrote:

    author of this article should talk about his poor timing in recommending this co,

  • Report this Comment On May 04, 2012, at 4:19 PM, TMFBane wrote:

    @zcharles, we're not market timers, and we fully expect shares of this stock to have good days and bad ones in the near term. Over a long term, however, we expect this one to do very well.

  • Report this Comment On May 06, 2012, at 12:29 AM, techy46 wrote:

    Samsung is and will be the real winner in mobile

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