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.
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