Biggest chip designer of Android devices - as well as a supplier to Apple for its iOS line - a pure play on mobile, ARM holdings is very attractive at 25.47 as of the time of this writing. Could be crushed by the market, but if not, I see it getting back to 29 in short order.
To give you at least some meat, here is some info off a link I got off Stocktwits about how they book their licensing revenue.
"In most quarters about three quarters of ARM processor licenses are taken for initial use in non-mobile applications such as cameras, digital TVs, printers, servers and microcontrollers...
As ARM technology becomes more broadly applicable, more semiconductor companies are acquiring their first ever ARM processor license.
In most quarters about 25% of licenses are signed with new customers."
So what I take away from that is mobile is actually only a part of what they do, and they're signing new customers all the time which means that regardless of their market share in a given market, they are also broadening their market and becoming relevant to an ever-greater suite of product-makers.