16 Comments

Summary:

Did you hear the iPhone 4S saw pre-bookings of a million devices on day one? That’s not only good news for Apple, but also for its carrier partners: AT&T, Verizon and Sprint. And they aren’t the only ones cashing in on the iPhone 4S bonanza.

iphone-4s-siri-featured

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.

  1. Users

    Share
    1. LOL. of course. I was going to say me, but then realized that you will kill me for saying that.

      Share
      1. Pierre French Monday, October 10, 2011

        You also forgot Apple. ;)

        Share
  2. Those who say this is to be expected because the iPhone launched on more carriers are partly right. More carriers = more opportunity for sales. However let’s not forget AT&T also said this was the best iPhone launch they’ve ever had. And they were selling it exclusively for years.

    Share
    1. Good point John.

      Share
    2. Hamranhansenhansen Monday, October 10, 2011

      Every iPhone launch adds carriers, so this launch does not have any advantage there.

      Share
  3. Obi Obermeyer Monday, October 10, 2011

    Re: the “meh” media reception- I think that was mostly due to a “meh” announcement. I think everyone understands that the “s” stands for “incremental”. It’s not like you can reinvent the iPhone every year.
    -Obi

    Share
    1. Haha. I agree. Though we would like them to do so :-)

      Share
    2. Hamranhansenhansen Monday, October 10, 2011

      Siri *is* a reinvention, but not one that you can measure in a spec sheet, therefore it is not understood by tech writers, most of whom are way out of their league with iPhone because it is more sociology than specs.

      Another thing they did not understand is that the outside enclosure of iPhone is like a hardware accessory API. Changing it would have obsoleted thousands of accessories. There may even be more than 100,000 accessories. So anyone who had even just 10% of a clue what is going on with iPhone should have known it was not going to change shape. iPhone 3G/3GS and 4/4S is like Leopard and Snow Leopard, the lack of change was deliberate. It had a function. It is a feature.

      Share
  4. Just my opinion, but the ‘media’ created the iPhone 5 furry….not Apple….so the only ones anyone can upset with for not putting out the iPhone 5 would be the media…I never recall Apple putting out ‘iphone 5′ mock ups and write ups….

    Share
    1. Hamranhansenhansen Monday, October 10, 2011

      A million FedEx shipments are about to leave China bound for the United States.

      Share
      1. Rurik Bradbury Monday, October 10, 2011

        Yes – it would be a great storyboard for a ‘heist of the century’ movie.

        Share
  5. Omnivision for CMOS sensor

    Share
  6. Well, case manufactures, per usual. Because even though the design has not changed, a lot of buyers will new to the iPhone4.

    Share
  7. All the iPhone case makers will definitely benefit. While users may not be happy that a new iPhone design was not announced last week, case makers like Otterbox and Speck will have have a slew of new customers that will buy last year’s designs because they still fit.

    Share
  8. I have two years worth of productivity software sales now to look at and a very stable position in our product category, both iPhone and iPad. I believe that our sales every day are exactly some percentage of Apple’s device sales. In other words, our sales equals x% of iPad sales plus y% of iPhone sales.

    With that in mind, Apple selling more devices can only be a good thing for us software developers.

    Share

Comments have been disabled for this post