The Investing for Beginners Podcast - Your Path to Financial Freedom

Bird's Eye View of the Smart Phone Industry

Oct 26, 2023

Discover the investment potential of the smartphone industry, focusing on 5G technology's impact, Apple's competitive advantage, and diversification opportunities. Explore telecom companies like AT&T and T-Mobile, semiconductor giants like Micron and Qualcomm, and the exciting 5G rollout. Learn about the value chain, cell phone towers, and risks in the industry. Uncover the potential obsolescence risk in the semiconductor industry and the growth of Verizon and AT&T. Lastly, explore the potential of 5G and its impact on the industry, including potential beneficiaries and domination of the streaming industry.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 3min

Investment Opportunities in the Smartphone Industry

02:50 • 10min

Smartphone Industry Value Chain and Role of Cell Phone Towers

12:26 • 4min

Risks and Opportunities in the Smartphone Industry

16:42 • 6min

Random Conversations and Advice for Beginners in the Smart Phone Industry

22:50 • 3min

Risks and Opportunities in the Semiconductor and Smartphone Industry

26:06 • 5min

The Potential of 5G and its Impact on the Smartphone Industry

30:48 • 6min

Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, we're diving deep into the world of smartphones and exploring the investment opportunities that lie within. There's been a lot of talk about the impact of 5G technology and the role of cell phone towers, and we'll discuss how these factors are affecting the industry's financial results. We'll also explore the essentiality of cell phone towers for cell service and data processing.

But it's not just the towers that are capturing our attention. We'll explore the competitive advantage that Apple has with their ability to manufacture phones and semiconductors, and how this gives them a unique edge in the market. We'll also delve into other potential investment avenues within the smartphone industry beyond the big players like Apple, Samsung, and Google.

Join us as we discuss the investment potential of telecom companies like AT&T and T-Mobile, semiconductor giants like Micron and Qualcomm, and the exciting prospect of the 5G rollout. We'll share our thoughts on structuring a successful investment in the smartphone industry and the importance of diversification.

So grab your headphones and get ready for an insightful and informative episode on investing in the ever-evolving world of smartphones. Let's dive in!

00:01:55 85.8% of the population uses smartphones.

00:04:19 Micron, Qualcomm, Skyworks - crucial iPhone components.

00:07:57 5G towers face negativity, impact financial results.

00:12:43 Endless VR competition disrupts Apple vs. Samsung.

00:14:27 Apple and Samsung have different pricing strategies.

00:18:16 Value Spotlight subscription: it depends on timing.

00:20:19 Semiconductors at risk of obsolescence due to competition.

00:24:47 Transition away from core competency. Limited returns. 5G potential for faster connectivity.

00:27:11 Potential for Verizon and AT&T growth in streaming.

For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Stitcher | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices