InvenSense (INVN) Message Board

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Technology Stocks : InvenSense (INVN)

INVN 21.04

+1.8%

Nov 5 4:00 PM EST

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From: brokenst0nes	1/22/2013 11:24:36 AM
	of 351

InvenSense products have been designed into virtually every major smartphone platform, so we believe it is extremely well positioned to penetrate Apple in 2013 for both the iPhone and iPad […] We believe InvenSense has a significant opportunity to be designed into Apple’s latest-generation iPhone and iPad in 2013. Most recently, InvenSense indicated that it was doubling its capacity to 500 million to 600 million units from 300 million units in 1H13. Increasing gyroscope attach rates a key growth driver. Currently approximately 40% of smartphones support gyroscopes, which is broadly reflective of the high-end to mid-range smartphone market. We expect that the attach rates of gyroscopes will become more broadly adopted in more mid-range to low-end smartphones and could easily achieve 50% to 60% attach rates over the next few years. China baseband providers, such as MediaTek and Spreadtrum (SPRD), have designed InvenSense gyroscopes into their reference platforms, which we see as a key growth driver for InvenSense over the next few years. STM will plummet if this is the case. To me just more of same speculation, nothing new, share price confirms that. blogs.barrons.com

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