Hot Semiconductor Companies For 2015

Hot Semiconductor Companies For 2015: Broadcom Corporation(BRCM)

Broadcom Corporation designs and develops semiconductors for wired and wireless communications. It provides a portfolio of system-on-a-chip (SoC) and software solutions for the manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices, which enable the delivery of voice, video, data, and multimedia content to the home, office, and mobile environment. Its broadband communications products include cable modem SoCs; femtocell SoCs; MPEG/AVC/VC-1 encoders and transcoders; xDSL, passive optical network, and cable modem customer premises equipment and central office solutions; powerline networking SoCs; digital cable, direct broadcast satellite, terrestrial, and Internet protocol (IP) set-top box integrated receiver demodulators; high definition television and standard definition TV SoCs; and Blu-ray disc SoCs. The company?s mobile and wireless products comprise Wi-Fi and Bluetooth SoCs, wireless connectivity com bo chips, global positioning system SoCs, multimedia processors, applications processors, power management units, VoIP SoCs, mobile TV SoCs, and near field communications tags. Its infrastructure and networking products include Ethernet copper transceivers, Ethernet controllers and switches, backplane and optical front-end physical layer devices, security processors and adapters, and broadband processors. The company markets and sells its products through direct sales force, distributors, and manufacturers? representatives in the United States, as well as through regional offices, and a network of independent distributors and representatives in Asia, Australia, Europe, and North America. The company was founded in 1991 and is headquartered in Irvine, California.

Advisors' Opinion:

• [By Ashraf Eassa]

  Finally, it will be an uphill battle for Intel to compete with Qualcomm on the modem side of things, although recent hiring an! d R&D increases suggest that Intel is making a serious effort. It is not clear if the "Merrifield" platform will ship with an LTE-Advanced modem (which both Broadcom (BRCM) and Qualcomm will be shipping in this timeframe). I am expecting a highly integrated part known as "6331" during 2014, which will put the modem on the same die as the apps processor, although it is clear that Intel's modem efforts have significantly lagged its apps processor efforts significantly thus far. I also expect that Intel will need to fill out its portfolio with low power WiFi connectivity as consuming the majority of the bill of materials in this space will be key to driving high margin revenue growth. This can likely be developed in-house by leveraging existing WiFi IP, although I would not be surprised to see further acquisitions.

• [By Ashraf Eassa]

  Shares of Broadcom (NASDAQ: BRCM  ) closed up nearly 10% today after the company announced that it will be bowing out of the cellular baseband space. The company's hope was that it could emerge as a viable second source to market leader Qualcomm (NASDAQ: QCOM  ) in the baseband/applications processor market, although this has proved to be quite a challenge for the company. After what was likely billions burned chasing cellular, Broadcom's management has finally pulled the plug on this expensive venture.

• [By Chris Neiger]

  Broadcom (NASDAQ: BRCM  ) introduced the first quad-core HSPA+ processor with 5G Wi-Fi, near-field communication, GPS, and indoor positioning. The company said the BCM23550 processor is designed for high performance entry-level phones, and is built for the Android 4.2 Jelly Bean mobile operating system.

source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/hot-semiconductor-companies-for-2015.html