With iPad fever raging, many wanted to know which enterprising businesses were tapped by the big Apple to manufacture the components that made up the immensely popular device. Thanks to the iPad teardown, many investors now know just who these companies are. Some are well-known companies, such as Qualcomm and Texas Instruments, but my interest was piqued more by the lesser-known entities, whether or not they have contracted with Apple before. So I did a little digging to see how they have been faring in the recent past, as well as how they're doing now that they have been unmasked.
What's next for these companies?
Any of these five companies are worth serious consideration as an investment vehicle, though I think TriQuint, Skyworks, and Avago are especially interesting, and not only because they may have already been tapped for the next Apple iPhone. These three are also involved in supplying components for the 4G Long Term Evolution cell-phone market, which is set to expand exponentially this year.
Despite the ups and downs of some of these companies, I would bet that Apple isn't going to contract with companies that manufacture poor quality components, or seem to be in danger of folding in the near future. In these cases, it certainly looks like dips should be considered by investors to be opportunities, rather than causes for alarm.
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