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.