Late last year, Dialog Semiconductor admitted that Apple could build its own power management chips for future iPhones, and no longer rely on the British-based chipmaker for such technology. This weekend, Dialog CEO Jalal Bagherli provided further details on this topic, now expecting Apple to use Dialog chips for "a significant proportion of its devices" in 2019 and 2020 (via Reuters).

dialog semiconductor iphone
When Dialog admitted that Apple could be working on building its own chips, it said there was no risk to its existing supply deals for 2018, and that the company was already in advanced stages of working with Apple on designing "2019-style products" that could lead to commercial contracts by this month. In regards to the 2018 contract, Bagherli said, "Negotiations over that chip are still ongoing. But we expect to deliver a chip design for testing in the customer’s system in the second half of the year."

“Apple at the start of the year commissioned us with the design of chips for many devices for 2019 and 2020,” weekly Euro am Sonntag quoted Bagherli as saying in an interview published on Saturday, without providing details.

Over the past year, Dialog's stock is said to have lost "more than half of its value" on the sole concern of the company losing business from Apple. According to analysts, over 50 percent of Dialog's revenue comes from supplying Apple with power management integrated circuits -- a technology that many believe Apple now has the ability to create in-house.

Rumors of Apple developing its own power management chips began with a prediction by Bankhaus Lampe analyst Karsten Iltgen last spring, who said that Apple would at least cut back on Dialog's supply of the chips for future iPhones. Then, in November, Nikkei corroborated that prediction in a report that stated Apple would replace half of the main power management chips for iPhones with its own by 2019.

The same report claimed that Apple's chip will be "the most advanced in the industry," with processing abilities that allow future iPhones to "better monitor and control power consumption." If these rumors turn out to be true, Apple could transition to supply all of the power management chips for its iPhones in 2021 and beyond.

Apple has confirmed a similar shift in creating its own technology for the iPhone's graphics processing chips, ending a reliance on Imagination Technology's chips by 2019.

Tag: Dialog

Top Rated Comments

ProwlingTiger Avatar
56 months ago
Serving as an Apple supplier is historically a risky business.
Score: 3 Votes (Like | Disagree)
agsystems Avatar
56 months ago
They should have a dialogue first.
really -can't recall the last time a supplier mentioned Apple by name - they would normally say a 'large client' has placed (or not) X amount of orders - very interesting.

-update
Actually, strangely Apple is allowing them to talk freely about it - likely this is similar to imagination deal in which a huge portion of their income depends on Apple - hopefully they are able to diversify in time before the business goes away.

"Dialog, which has previously declined to name Apple, referring to it only obliquely as its "largest customer" or its "main business", said it had received a special dispensation from Apple to mention it."
https://www.macrumors.com/2017/12/04/dialog-shares-fall-dialog-iphone-chips/
Score: 1 Votes (Like | Disagree)

Popular Stories

maxresdefault

M2 13-Inch MacBook Pro With 256GB SSD Appears Slower Than Equivalent M1 in Real-World Speed Tests

Monday June 27, 2022 1:57 pm PDT by
Benchmark testing has indicated that the 256GB variant of the 13-inch MacBook Pro with M2 chip offers slower SSD performance than its M1 equivalent, and now real-world stress testing by YouTuber Max Yuryev of Max Tech suggests that the 256GB SSD in the 13-inch MacBook Pro is also underperforming in day-to day-usage. The M2 MacBook Pro with 256GB SSD and 8GB RAM was slower than the M1 MacBook ...
M2 Pro and Max Feature

Apple's Upcoming M2 Pro Chip for High-End MacBook Pro and Mac Mini Will Reportedly Be 3nm

Monday June 27, 2022 7:31 am PDT by
TSMC will manufacture Apple's upcoming "M2 Pro" and "M3" chips based on its 3nm process, according to Taiwanese industry publication DigiTimes. "Apple reportedly has booked TSMC capacity for its upcoming 3nm M3 and M2 Pro processors," said DigiTimes, in a report focused on competition between chipmakers like TSMC and Samsung to secure 3nm chip orders. As expected, the report said TSMC will...
iPhone 11 Pro vs iPhone 14 Pro

iPhone 11 Pro vs. 14 Pro: New Features to Expect if You've Waited to Upgrade

Monday June 27, 2022 11:22 am PDT by
With many customers choosing to upgrade their iPhone every two or three years nowadays, there are lots of iPhone 11 Pro users who might be interested in upgrading to the iPhone 14 Pro later this year. Those people are in for a treat, as three years of iPhone generations equals a long list of new features and changes to look forward to. Below, we've put together a list of new features and...
original iphone 2007

15 Years Ago Today, the iPhone Went On Sale

Wednesday June 29, 2022 4:43 am PDT by
Fifteen years ago to this day, the iPhone, the revolutionary device presented to the world by the late Steve Jobs, officially went on sale. The first iPhone was announced by Steve Jobs on January 9, 2007, and went on sale on June 29, 2007. "An iPod, a phone, an internet mobile communicator... these are not three separate devices," Jobs famously said. "Today, Apple is going to reinvent the...
tesla carplay hack

Tesla Apple CarPlay Hack Updated to Work With Any Tesla Model

Monday June 27, 2022 3:38 am PDT by
Polish developer Michał Gapiński has released a new and improved version of his "Tesla Android Project" which brings Apple's CarPlay experience to more Tesla vehicles than ever before. According to Gapiński, version 2022.25.1 provides "100% functional CarPlay integration for any Tesla," and comes with several new features and bug fixes. The project now supports DRM video playback so that...
13 inch macbook pro m2 mock feature 2

Base 13-Inch MacBook Pro With M2 Chip Has Significantly Slower SSD Speeds

Sunday June 26, 2022 2:52 pm PDT by
Following the launch of Apple's new 13-inch MacBook Pro with the M2 chip, it has been discovered that the $1,299 base model with 256GB of storage has significantly slower SSD read/write speeds compared to the equivalent previous-generation model. YouTube channels such as Max Tech and Created Tech tested the 256GB model with Blackmagic's Disk Speed Test app and found that the SSD's read and...
maxresdefault

Video Comparison: M2 MacBook Pro vs. M1 MacBook Pro

Tuesday June 28, 2022 2:45 pm PDT by
Apple last week launched an updated version of the 13-inch MacBook Pro, and it is the first Mac that is equipped with an updated M2 chip. As it's using a brand new chip, we thought we'd pick up the M2 MacBook Pro and compare it to the prior-generation M1 MacBook Pro to see just what's new. Subscribe to the MacRumors YouTube channel for more videos. For the video comparison, we're using the...
iPhone vs Galaxy Larger

Apple Executive Says Samsung Copied the iPhone and Simply 'Put a Bigger Screen Around It'

Tuesday June 28, 2022 8:59 am PDT by
The Wall Street Journal's Joanna Stern today shared a new documentary about the evolution of the iPhone ahead of the 15th anniversary of the device launching on June 29, 2007. The documentary includes an interview with Apple's marketing chief Greg Joswiak, iPhone co-creator Tony Fadell, and a family of iPhone users. One segment of the interview reflects on Android smartphones gaining larger...
widgets ios 16 feature

Gurman: iPhone 14 Pro to Feature Always-On Display Showing iOS 16's New Lock Screen Widgets

Sunday June 26, 2022 7:36 am PDT by
iPhone 14 Pro models are widely expected to feature always-on displays that allow users to view glanceable information without having to tap to wake the screen. In the latest edition of his Power On newsletter for Bloomberg, Mark Gurman said the feature will include support for iOS 16's new Lock screen widgets for weather, fitness, and more. "Like the Apple Watch, the iPhone 14 Pro will be...