Dialog has been a major supplier of PMICs and Apple reportedly accounted for 74 percent of Dialog’s revenue in 2016. Apple has been gradually reducing its reliance on suppliers of chips for use in its iPhones and other consumer electronics. The idea that it is extending that independence from application processors to power management has been around for a while and weighing on Dialog’s share price.
However, Nikkei quoted an unnamed source saying “Based on Apple’s current plan, they are set to replace partially, or around half, of its power management chips to go into iPhones by itself starting next year.” A second source said the timetable was less certain and that Apple might not introduce its own PMICs until 2019.
The ability to design PMICs exactly to meet internal hardware and software features of its equipment could give Apple an even greater ability to improve power efficiency and speed of charging and wireless charging.
Dialog has been getting its PMICs made by foundry TSMC and that is likely to continue if and when Apple begins doing the same.
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