Blueshift Ideas Positive On ARM Holdings, Tablets As A Whole

Blueshift Ideas is out with a series of tweets discussing the tablet market, and the winners and losers in the space.

Blueshift, which is a boutique research firm that caters to hedge funds and institutional investors, said that Atmel Corporation (NASDAQ: ATML), Cypress Semiconductor (NYSE: CY), Qualcomm (NASDAQ: QCOM), Arm Holdings (NASDAQ: ARMH), Texas Instruments (NYSE: TXN) and AU Optronics (NYSE: AUO) are winners in the tablet space, while Corning (NYSE: GLW) faces competition.

Blueshift said that Atmel and Cypress are the leaders in touch screens, which is the most differentiated tablet component. Blueshift expects it will stay that way.

Blueshift went on to say that Qualcomm's Snapdragon chips are challenging Nvdia's (NASDAQ: NVDA) chips, and are gaining "recognition for performance and innovation."

The San Francisco-based firm went on to say that Corning is increasingly facing competition from Asahi's new glass, DragonTrail, on price and performance.

Regarding ARM Holdings, the British company is maintaining its first mover advantage, and that the company's dominance is not threatened in the near term. There was a report out earlier this week from Citigroup saying that Intel (NASDAQ: INTC) could take space from ARM in Apple (NASDAQ: AAPL) products.