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.

Unit sales at Research In Motion are falling, while Chinese handset makers are starting to pick up sales momentum. If growth at Huawei and ZTE continues, they will pass RIM and Nokia in terms of unit volume. And that will be great news for InvenSense. In its last conference call, it said that Edom, a supplier to Chinese handset makers, was a 10% customer for its micro-electrical-mechanical systems, or MEMS. If Edom is a big customer and Chinese handset makers are growing fast, that gives InvenSense a great international growth option over time. InvenSense has a low-cost platform for its MEMS, giving it an advantage. Although the company doesn’t supply Apple, it does supply chips to phones using Google’s Android operating system. Shares are very attractive today, and the international growth option makes them even more so.

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David Meier owns shares of Apple and InvenSense. John Reeves owns shares of Apple and Google. The Motley Fool owns shares of Apple, Google, and InvenSense. Motley Fool newsletter services recommend Apple, Google, and Nokia. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.