Did you hear that iPhone 4S, the device that was dismissed as “meh” by many of our media brethren saw pre-bookings of a million devices on day one? That’s good news not only for Apple, but also for its partners: AT&T, Verizon and Sprint, which is betting it all on the iPhone. But they aren’t the only ones cashing in on the iPhone 4S bonanza. Folks from UBS Research put together a list of companies it believes are “potential key suppliers” for the iPhone 4S.
There are the usual suspects: Samsung, ARM Holdings, Qualcomm and Broadcom. But there are some lesser-known names like Largan Precision and Genius Electronic Optical that could be camera lens providers for the new phone. On the software and Internet side of things, Nuance is a likely winner, and so are Wolfram Alpha and Yelp, two key data providers for Siri, a showcase technology in the new device.
Any more thoughts on winners? Let us know.