From the Latest DUTVTelecomm Tweet the last paragraph of the article.

In this digital content and Connected Home battleground, the teardown analysis on the latest Apple TV unit and on a Chromecast performed by iFixIt.com as well as similar analysis on the Roku 3 and the Slingbox 500 reveal key supplier to be Toshiba, Broadcom Broadcom , Marvell Technology Group Marvell Technology Group , Micron, Atheros (now owned by Qualcomm) and AzureWave (TPE:3694). Toshiba and Micron are supplier of NAND flash memory, while the key connective technologies are provided by Broadcom Broadcom , Marvell and Atheros/Qualcomm. It’s the latter group of companies that investors should be focusing on.

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