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Here’s who will cash in on iPhone 4S bonanza

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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 (s AAPL), but also for its partners: AT&T (s T), Verizon (s VZ) and Sprint (s S), 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 (s ARMH), Qualcomm (s QCOM) and Broadcom (s BRCM). 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 (s nuan) 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.

16 Responses to “Here’s who will cash in on iPhone 4S bonanza”

  1. 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.

  2. 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.

  3. Tim Sanford

    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….

  4. Obi Obermeyer

    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.

    • Hamranhansenhansen

      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.

  5. 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.