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