The correct answer is      (D.) Skyworks Solutions (Nasdaq: SWKS)

Skyworks is a leading provider of semiconductors that facilitate mobile connectivity. The firm's primary market is handset power amplifiers (PA) and front-end modules (FEM), which are used to strengthen and filter voice and data signals from cell phone towers.

Consumers around the world are increasingly gravitating to iPhones and Blackberries -- both of which feature high-performance Skyworks chips, and the sale of every device represents cash in Skyworks' pocket. The company's PA and FEM shipments have been growing at an impressive +34% annualized rate during the past five years, outstripping the overall industry and capturing additional market share. According to Strategy Analytics, it leapfrogged rival RF Micro Devices (Nasdaq: RFMD) earlier this year and currently controls about 40% of the worldwide market.

That's why Smartphone sales climbed nearly +30% last quarter and will approach 200 million units this year. Some forecasts call for penetration rates (as a percentage of all handsets) to triple from less than 20% to as much as 60% in the next five years. Not only are shipments to key smartphone customers doubling, but the company might net $3 to $6 from each handset instead of the $1 it pocketed from a 2G phone.

To boot, the installation of over 150 million automated smart meters during the next five years will lead to $2 billion in annual chip sales that don't exist today, and Skyworks is an emerging leader in this nascent field. The company has also diversified its product lineup by adding a broad catalog of analog equipment used in a variety of applications. Skyworks has several competitors in its core markets, but its team of 500 talented engineers has designed patent-protected products that are tiny, inexpensive, and energy-efficient -- three attributes that handset makers love.

That's why StreetAuthority editors Paul Tracy and Nathan Slaughter offer an in-depth look at Smartworks and other in the latest issue of their Market Advisor newsletter. Not only does the company offer incredible opportunities for great fundamentals, it's what Paul and Nathan dub a "category killer"--a company poised to dominate its industry for years to come.