“Credit Suisse semiconductor analysts John Pitzer, Kulbinder Garcha, Christian Buss, and Stephen Ju today offered clients an overview note on what they think is ‘the next big thing,’ the rise of sophisticated wearable technology, such as smart watches, and other accessories,” Tiernan Ray reports for Barron’s.
“The wearables market is a lot bigger than investors realize, they contend, at perhaps $3 billion to $5 billion today, rising to perhaps $30 billion to $50 billion over the next three to five years,” Ray reports. “There may be upward of 15% of smartphone owners who end up buying a wearable, the authors opine, for perhaps 6% share of the total global electronics market.”
Ray reports, “The firm recommends as its top picks in wearables Apple (AAPL), Broadcom (BRCM), eBay (EBAY), Google (GOOG), Microchip (MCHP), NXP Semiconductor (NXPI), and, among retail stocks, Nike (NKE), Under Armour (AU), and Alliance Data Systems (ADS).”
Read more in the full article here.
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