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.

With the expectation that Apple will be announcing the new iPhone 5 on Sept. 12, competitors are rushing to announce their new phones. Here’s what investors need to know.

Nokia and Microsoft are expected to showcase the first devices that run Windows 8. Google’s Motorola Mobility is supposed to release its latest Droid offering. Research In Motion said six smartphones using its latest OS will be available in early 2013. John and David have said it plenty of times: invest in the leaders and forget the laggards. They own Apple and Google, and see no reason why Nokia or RIM will make any inroads. Instead, they are looking at Apple technology suppliers such as Cirrus Logic and ARM Holdings. Those companies stand to benefit from Apple’s continued success.

The mobile revolution is still in its infancy, but with so many different companies out there, it can be a daunting task trying to pick winners. Fortunately, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution." Inside the report, we not only describe why this seismic shift will dwarf any other technology revolution seen before it, but also name a company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this one today by clicking here -- it's free.