You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!

Results 1 to 3 of 3

Thread: The mixed blessing of doing business with Apple

  1. #1
    Blogger Bernard Murphy's Avatar
    Join Date
    Aug 2015
    California Gold Country
    Thumbs Up
    Received: 302
    Given: 368

    The mixed blessing of doing business with Apple

    Analysts like to closely track and talk up chipmakers who win Apple slots. After all, it has massive impact on business - for a while (same is true for Samsung by the way). But the downside is equally dramatic. Recently IMG stock plunged after news confirming they were designed out. Looks like Dialog is next up to walk the plank.

    Dialog tumbles amid signs Apple working on own battery-saving chip - Dialog Semiconductor Plc (OTCMKTSLGNF) | Seeking Alpha

    0 Not allowed!

  2. #2
    Blogger Daniel Payne's Avatar
    Join Date
    Sep 2010
    Tualatin, OR
    Thumbs Up
    Received: 358
    Given: 427
    The stock market over-reacted to this news, because nothing changes between Apple and Dialog until at least 2018. I would expect Dialog Semi stock to recover in the coming weeks when cooler thinking returns.

    1 Not allowed!
    Daniel Payne, EDA Consultant

  3. #3
    Admin Daniel Nenni's Avatar
    Join Date
    Aug 2010
    Silicon Valley
    Thumbs Up
    Received: 857
    Given: 2,305
    If you look at the iPhone tear downs over the last few years you will see that Apple is integrating more capabilities into their SoC so the chip count changes quite a bit. Most people think this is to get better margins but I think it is all about control. Apple called it controlling the "customer experience" but I think security is another compelling reason to design your own chips. Aart de Geus mentioned it at the CEO panel last week. If a systems company asks a chip vendor for a security indemnification the answer of course is no, I mean how could they?

    1 Not allowed!
    Now available in print or Kindle: "Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices"

Tags for this Thread

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts