Early data says Microsoft's (Nasdaq: MSFT ) Surface tablets are selling well. From Beijing, China to New York City's Times Square, browsers and buyers converged to take a closer look at Mr. Softy's answer to the iPad. Microsoft sold out ore-orders of the device shortly after offering it online.
Who wins if sales continue at this pace? Tech repair site iFixit has released a teardown of the Surface that reveals a list of component suppliers that could benefit if Microsoft's tablet becomes a genuine hit:
- NVIDIA (Nasdaq: NVDA ) , whose 1.4 GHz Tegra 3 processor provides the brains on the tablet.
- Micron Technology (Nasdaq: MU ) , whose chipset imbues the Surface with 2 GB of RAM.
- Texas Instruments (Nasdaq: TXN ) , which supplies power management.
- Marvell Technology (Nasdaq: MRVL ) , which supplies wireless capability.
- Cypress Semiconductor (Nasdaq: CY ) , whose capacitive controller enables the Surface's touchscreen.
Of these suppliers, only Texas Instruments figured prominently in supplying components for the new iPad. Apple (Nasdaq: AAPL ) began taking pre-orders of the iPad Mini on Friday. The low-end Black & Slate edition sold out within 35 hours.