Here's Who Benefits From Microsoft's Surface

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.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple at the time of publication. Check out Tim's web home, portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

The Motley Fool owns shares of Apple and Microsoft. Motley Fool newsletter services have recommended buying shares of Cypress Semiconductor, Apple, and NVIDIA. Motley Fool newsletter services have recommended creating a bull call spread position in Apple. Motley Fool newsletter services have recommended writing puts on NVIDIA. Motley Fool newsletter services have recommended creating a synthetic covered call position in Microsoft. The Motley Fool has a disclosure policy.

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