Every year the huge Consumer Electronics Show (CES) previews new gadgets and tech items that major companies hope will be the next super-trending idea that consumers fall in love with. This year was no different, as wearables and automotive led some of the new products at the show. A new research report from Deutsche Bank highlights chip stocks that may benefit from the new consumer tech trends.

The Deutsche Bank team is quick to point out that it could be as long as two years before benefits are realized, and they are actually neutral on the chip sector as a whole. However four chip stocks could be beneficiaries of these new trends. Here are the four top pick chip stocks rated Buy at Deutsche Bank that investors may want to add to aggressive growth portfolios: Broadcom Corp. (NASDAQ: BRCM), Intel Corp. (NASDAQ: INTC), NXP Semiconductors N.V. (NASDAQ: NXPI) and On Semiconductor Corp. (NASDAQ: ONNN).

Broadcom

Leading off the top pick stocks at Deutsche Bank is this top supplier to both Samsung and Apple, and the new year could bring even more earnings growth for the chip giant. The Deutsche Bank analysts feel that the company, which hosted a very well received analyst day in December, will implement the shareholder-friendly strategic changes that the company unveiled at the meeting, and that will be the most significant price moving point for 2015. With a wide range of dynamic and innovative products that serve a wide swath of business, the stock is a solid bet.

Broadcom shareholders are paid a 1.1% dividend. The Deutsche Bank price target $50, and the Thomson/First Call consensus price target is $46.35. The stock closed on Friday at $42.24 a share.

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Intel

Intel introduced the company’s fifth generation processor at this year’s CES. Intel’s commitment to smartphone and mobile applications, combined with the resurgence of PC growth last year made it one of the best large cap value stocks to buy in 2014, and the same outlook can drive the stock this year. Intel trades at 15 times forward earnings, more than in recent years, but still a reasonable multiple for investors looking for growth.

The Deutsche Bank team continues to see upside potential in the chip giant’s shares driven by the combination of a now stable PC market, strong growth in digital color graphics, improved profitability in mobile and a very large share repurchase plan.

Also, here is our own bullish and bearish outlook for Intel in 2015.

Intel shareholders are paid a solid 2.6% dividend. Deutsche Bank has a $40 price target, while the consensus target is $35.65. Intel closed Friday at $36.76.

NXP Semiconductors

After it announced last year that it was the world’s number one supplier for small-signal discretes, Top Wall Street analysts think that this top chip company will supply the near field communications (NFC) module and secure element NFC booster chip. NFC is a set of standards for smartphones and other devices like the Apple Watch to establish radio communication with each other by touching them together or bringing them into close proximity, usually no more than a few centimeters.

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The Deutsche Bank analysts are focused primarily on the huge possibilities in technology in what is called the “connected car.” They see the NXP automotive business as one of its largest potential upside drivers on unit/content growth, which the company indicated could be in the high single digits.

The Deutsche bank price target is $88, and the consensus target is set at $79.48. Shares closed on Friday at $80.32.

On Semiconductor

This company purchased Truesense Imaging last year, a provider of high-performance image sensor devices addressing a wide range of industrial end-markets including machine vision, surveillance, traffic monitoring, medical and scientific imaging, and photography. The acquisition strongly complements ON Semiconductor’s image-sensor business by vastly expanding its technology portfolio and adding more than 200 new customers.

Deutsche Bank cites earnings additions from a profitable System Solutions Group, a more shareholder-friendly capital allocation plan and a lack of overstating the bullish possibilities this year as all positives for the stock.

While Deutsche Bank’s price target is $12, and the consensus target is $10.74, not far above Friday’s close at $10.35.

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The Deutsche Bank team is focusing on a few select stock ideas in which they think investors can have substantial upside. The sector is fairly valued at these levels, so stocks selection is critical.

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