Dialog Semiconductor shares plunged to their lowest price in over 16 years on Monday, after an industry analyst predicted Apple will drop the supplier and move to its own in-house power management chips for iPhones by 2019. The prediction comes from analyst Karsten Iltgen at German investment bank Bankhaus Lampe, who said that Apple will at the very least cut back to some degree on Dialog’s supply of power management chips for the iPhone, according to a research note obtained by Bloomberg. “There is strong evidence that Apple is developing its own power-management integrated circuits and intends to replace the chip made by Dialog at least in part,” Karsten Iltgen, analyst at Bankhaus Lampe, said in a research note published Tuesday. A shift to Apple developing its own chips in-house is unlikely in the short term, he said. “We believe that Apple is setting up power-management design centers in Munich and California,” said Iltgen. “We h
via Apple Predicted to Build Its Own Power Management Chip for iPhones Within Two Years — AIVAnet
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