Investing Inside the Google Home
When Amazon released the Echo in 2014 and saw success with it, we knew it was only a matter of time before other consumer electronic companies followed. Google followed with the Google Home, a smart speaker that will let you rock out to your playlist, control your tv, and your LED lights. While Amazon's Echo has captured the bulk of the sales, the Google Home isn't doing to bad, Geek Wire estimates that 7 million Google Home units have been sold since its release. If a company is able to get its product inside of the Google Home, that could result in a nice bit of revenue.
Thanks to ifixit.com we get a look inside of a Google Home. We've matched the part to the color used on the circuit boards, and in bold lettering we have the company's name, the ticker symbol, and the current stock price of this writing. If you would like to learn more about a specific company, the company's names and stock prices are linked to their websites.
The LED Board
Yellow Boxes - InvenSense INMP621 MEMS microphones manufactured by TDK InvenSense, TTDKY $78.72
Red Box - The Atmel ATSAMD21 32-bit AMR Cortex-MO+microncontroller Manufactured by ARM. ARM is wholly owned subsidiary of Softbank Group. SFTBF $83.05
Orange Boxes - The NXP PCA9956BTW LED Drivers manufactured by NXP, NXPI $115.59
Orange Box - Toshiba TC58NVG1S3HBA16 2 NAND Flash manufactured by Toshiba, TOSYY $15.62
Red Box - The Marvell 88DE3006 Armada 150o Dual-Core ARM Cortex-A7 manufactured by Marvell & ARM, MRVL $21.98
Yellow Box - The Marvell Avastar 88W8897 WLAN/BT/NFC SoC manufactured by Marvell, MRVL $21.98
Blue Box - The Samsung K4B4G16 512 MB B-Die DDR3 SDRAM manufactured by Samsung, KRX: 005930, 2,600,000 KRW
Green Box - The Texas Instruments TAS5720 audio amplifier manufactured by Texas Instrument, TXN $98.94
Home is powered by a Peerless PLS-50N25AL07-04, Peerless is a private company
It's our opinion that in order to find a good investment idea, it would be best to check out some of our other "Investing Inside" reviews to see which manufactures are getting their products inside other in-demand consumer electronics. A company who is able to place its products in multiple in-demand consumer electronics may be worth a real look as a possible investment.
Thanks to ifixit.com for the break down. Before you hit the buy button on any one of these companies make sure to do your own research.
We look forward to looking under the hood of more popular electronics to find investment ideas. If you want stay updated with The Seville Report's post and what companies we are reviewing go to sevillereport.com and leave your email.
All Photos are from ifixit.com