Nxp Semiconductors N.V. (NXPI)

[MisterEC]

Case study: NXP Semiconductor
The Fool actually recommended NXP Semiconductor (NASDAQ:NXPI) many years ago, but it was a bit premature. Only recently has the NFC-powered mobile payments thesis begun to play out. But now that NFC-powered mobile payments are starting to see some adoption, they're here to stay (thanks in large part to Apple).

The irony here is that NXP received perhaps the most attention for its leadership position in NFC chips, but NFC chips are actually a modest part of the overall business. NXP is a diverse semiconductor company with a wide range of products; no single operating segment accounts for more than 21% of sales.

NXP is notable because it is one of the few Apple suppliers that has outperformed the Mac maker over the past five years. Perhaps more importantly, this outperformance has almost nothing to do with Apple, since Apple only recently adopted NFC and became a meaningful customer.
http://www.fool.com/investing/general/2015/11/28/why-i-no-longer-buy-apple-suppliers-and-just-buy-m.aspx?source=eptadnlnk0000002&utm_source=advfn&utm_medium=cpc&utm_campaign=investorshub