Radio chip designer TriQuint Semiconductor
Sales of entry-level 3G radio chips for emerging markets like China just doubled from one quarter to the next, and are expected to double again in the next three months. That's one ingredient in the growth recipe that should bake up $250 million in next-period sales -- up from $244 million in the just-reported second quarter and ahead of industry growth rates.
A close partnership with CDMA-signaling leader Qualcomm
Moreover, RF Micro doesn't just sell handset chips but also provides supporting radio and power functions to the tower-mounted wireless base stations. In that capacity, RF Micro hopes to keep snagging baseband market share with market-leading partners such as Intel
So RF Micro is proving that the Chinese cellphone market isn't busted -- it's just looking for new low-cost solutions. At the moment, RF Micro appears to fit that bill better than TriQuint, but this could change at any moment. I'd suggest keeping a close eye on these wireless radio specialists along with joint rivals Avago Technologies
Fool contributor Anders Bylund holds no position in any of the companies mentioned. The Motley Fool owns shares of Qualcomm, Intel, and TriQuint Semiconductor. Motley Fool newsletter services have recommended buying shares of Intel. Motley Fool newsletter services have recommended creating a bull call spread position in Intel. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Check out Anders' holdings and bio, or follow him on Twitter and Google+. We have a disclosure policy.