Apple's self-developed power chip: Dialog cry no tears

In recent years, Apple has gone further and further on the road to independent research and development of chips. From the beginning of the CPU development to the GPU, now even the network baseband and power management chips have to do it themselves.

The ones most seriously injured were apparently Apple’s previous partners, such as Dialog, a supplier of power management chips. The company recently released its first-quarter earnings report. The CEO is simply crying.

In Dialog Semiconductor's Q1 performance table, revenue increased by 23% year-on-year to $244 million, but profits fell by 25%, leaving only $17.4 million. The reason is naturally the impact of Apple's orders.

It is reported that Apple’s orders accounted for 70% of Dialog’s revenue. In the face of this situation, the company’s CEO Jalal Bagherli insisted that everything is still positive.

In November last year, Nikkei reported that Apple was developing its own power management chip. Later, Dialog responded that Apple’s behavior may put the power management chip contract between the two at risk, and then the company’s stock price also Rapid decline of 19%.

Bagherli said at the time that he did not have any definite news about Apple's plans, but also admitted that Apple is now capable of designing its own power management chip and is likely to do so in the coming years.

In fact, in March of this year, Dialog announced that it had won an Apple chip contract to 2020, and foreign media also reported that Dialog and Apple's business were 'continuously growing'. Bagherli said that the contract chip will be used in Many chips, but did not indicate which devices.

So the outside world has speculated that this order is actually for other products, iPhone's power management chip has been settled by Apple.

Analyst Robin Brass is even more pessimistic. He believes that Dialog 100% does not know what Apple is going to do. Apple will not finalize subsequent big orders with Dialog until the end of this year. Maybe Apple will return to them in November. When the first stick'.

Because the power chip involved is too simple for Apple, because Dialog was not responsible for the production, and the production work is responsible for TSMC. The design process only requires a team of 50 to 60 people.

Dialog will pay for over-reliance on Apple.