Topics covered: Smartphone Operating Systems, Outsourcing and Offshoring Trends, Mobile Trends in Emerging Markets, Mobile Device Consumer Demand, Electronics Manufacturing Supply Chain, Data Center and Mobile Spending, Automotive
Companies covered: Littelfuse, Inc. (NASDAQ:LFUS), Universal Electronics Inc. (NASDAQ:UEIC), Adept Technology, Inc. (NASDAQ:ADEP), Cisco Systems, Inc. (NASDAQ:CSCO), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARMH), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), NVIDIA Corporation (NASDAQ:NVDA), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Intel Corporation (NASDAQ:INTC), Coherent, Inc. (NASDAQ:COHR), ASML Holding N.V. (NASDAQ:ASML), Rofin-Sinar Technologies, Inc. (NASDAQ:RSTI), Newport Corporation (NASDAQ:NEWP), IPG Photonics Corporation (NASDAQ:IPGP), BlackBerry Limited (NASDAQ:BBRY), TE Connectivity Ltd. (NYSE:TEL), Microsoft Corporation (NASDAQ:MSFT), Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Alphabet Inc (NASDAQ:GOOG), Flextronics International Ltd. (NASDAQ:FLEX), Amphenol Corporation (NYSE:APH)
