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iPhone 5 Countdown: NXP Semiconductor Will Not Be a Winner

The iPhone 5 launch on Wednesday, Sept. 12, is sure to be the most important event for tech investors this year. The Motley Fool will be hosting a live chat where our top tech analysts will answer your questions and break down what the announcement means for Apple and tech investors everywhere. Be sure to swing by Fool.com at 12:45 p.m. ET this Wednesday for all your coverage of Apple's next big announcement.

Sept 12.

That's the date the tech world will be watching as Apple (NAS: AAPL) unveils its iPhone 5 to the world. That puts us at T-minus two days to the event, so investors need to make sure they're fully prepared for the opportunities that lie within.


Source: The Loop.

This year's model will put up massive unit sales figures. Some estimates range as high as 250 million units throughout the product's life cycle, which would more than double lifetime unit sales to date. For numerous component suppliers, that spells profits as they ride on Apple's coattails to riches. Leading up to the event, I'm going to outline a handful of companies that I think will be winners of the iPhone 5.

Near-field communications: NXP Semiconductor
If Apple were to include near-field communications, or NFC, support, it would probably tap market leader NXP Semiconductor (NAS: NXPI) as the supplier. NFC has been heralded in recent years for its potential in mobile payments, and Google (NAS: GOOG) relies on it for its Google Wallet service.

Thus far, Apple has yet to include NFC in any of its devices, but a recent round of leaked images showed a mystery component that many thought matched NFC chips made by NXP. However, the highly technical sleuths over at AnandTech considered the possibility and concluded that NFC support is unlikely.

There are more reasons I don't think Apple will use NFC for whatever mobile-payment scheme it has up its sleeve, and you can read more in the comprehensive iPhone 5 report I've put together as a bonus for subscribers of The Motley Fool's premium research service all on Apple. The complete report is available at no additional cost when you sign up, so be sure to grab your copy today and position yourself to profit on the most important smartphone launch of the year.

The article iPhone 5 Countdown: NXP Semiconductor Will Not Be a Winner originally appeared on Fool.com.

Fool contributor Evan Niu owns shares of Apple, but he holds no other position in any company mentioned. Check out his holdings and a short bio. The Motley Fool owns shares of Apple. Motley Fool newsletter services have recommended buying shares of Google, NXP Semiconductors, and Apple and creating a bull call spread position in Apple. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.

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bps163

BOY did "Caps" bomb on this one ! I knew Apple was not that dumb it just was not setup in time to use the NFC chip. But it dose use NXPI chips in the new phone. So you were WRONG.

September 12 2012 at 2:22 PM Report abuse rate up rate down Reply
bps163

If Steve Jobs was standing in the Court room when the win came across you would be able to here the gears spinning in his head. The one thing Steve Jobs would not do is burn bridges at this point ! He would see this as a huge way to make 100s of billions. A hole lot more than any the chump change from a court case when you look at the size of the companies and the data that are valuable beyond the scope. talk about being an insider on the chip market Apple would be the market if it play the game right. And NXPI could take them to the top for the next twenty years.

September 11 2012 at 5:20 PM Report abuse rate up rate down Reply
bps163

Well your wrong on this one about NFC. And NXPI will be the winner and here's why it's all about power saving. NXPI has the only chip's on the market that can save battery life. Apple would be a fool not to use them and get left behind fast in this world of electronic age. Apple won the fight and is going to get paid but without the NXPI chip's it could lose the hole war in electronic with poor nonperformance. Case and point ! When I go looking for a Phone / Camera / DVD player / Touch pad / Lap top, the first thing I look at is how long will it run before I must plug in ! That's just the way it like it or not. And the only one that has these power saving performance chip's is NXPI and all the companies out there in the electronic field knows it.

September 10 2012 at 10:05 PM Report abuse rate up rate down Reply