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
91 months ago
Serving as an Apple supplier is historically a risky business.
Score: 3 Votes (Like | Disagree)
agsystems Avatar
91 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

2007 iPhone

Apple Discontinuing This 18-Year-Old iPhone Feature

Saturday February 8, 2025 3:51 pm PST by
The end of an 18-year era is on the horizon for the iPhone. Apple reportedly plans to announce a new iPhone SE as soon as next week, and the device is expected to feature a full-screen design with Face ID, instead of a Touch ID home button. That means Apple will no longer sell any new iPhone models with a home button, for the first time since the original iPhone launched. The home button...
oppo find n5 fingers

World's Thinnest Foldable Phone Launches Next Week

Monday February 10, 2025 3:05 am PST by
Oppo has confirmed a February 20 global launch for its Find N5, which the company claims is the world's thinnest device in the foldable phone category. The phone is expected to be re-branded as the OnePlus Open 2 in the US. The Chinese vendor has been teasing the device in the last few weeks, touting its waterproofing and nearly invisible display crease, and highlighting its thinness by compa...
m2 macbook air blue

M4 MacBook Air Release Continues to Appear Imminent

Monday February 10, 2025 10:56 am PST by
There continue to be signs of a new MacBook Air with an M4 chip, indicating that we could see the machine launch in the not too distant future. A private account on X today shared the identifiers that the MacBook Air will use, and those identifiers correspond to the M4 chip. According to the source, both the 13-inch MacBook Air and the 15-inch MacBook Air will be equipped with Apple's...
sequoia

Apple Releases macOS Sequoia 15.3.1

Monday February 10, 2025 10:11 am PST by
Apple today released macOS Sequoia 15.3.1, a minor update to the macOS Sequoia operating system that came out last September. macOS 15.3.1 comes a few weeks after the launch of macOS Sequoia 15.3. Mac users can download the ‌‌‌macOS Sequoia‌‌‌ update through the Software Update section of System Settings. Apple has also released macOS 13.7.4 and macOS 14.7.4 for those who are...
watchOS 11 Thumb 2 1

Apple Releases watchOS 11.3.1

Monday February 10, 2025 10:04 am PST by
Apple today released watchOS 11.3.1, a minor update to the operating system that runs on the Apple Watch. watchOS 11.3.1 is compatible with the Apple Watch Series 6 and later, all Apple Watch Ultra models, and the Apple Watch SE 2. watchOS 11.3.1 can be downloaded by opening up the Apple Watch app and going to General > Software Update. To install the new software, the Apple Watch needs to...
apple silicon mac lineup 2024 feature purple

Apple Increases Mac Trade-In Values for a Limited Time

Sunday February 9, 2025 3:53 pm PST by
Apple today increased its estimated trade-in values for select Mac models in the United States, with the full changes outlined below. Apple says the extra trade-in credit for select Macs is available with the purchase of an eligible new Apple device through April 2. The trade-in values increased by between $10 and $50. Model New Value Old Value MacBook Pro Up to $925 ...
Powerbeats Pro 2 Orange

Powerbeats Pro 2 Given to Customer Early, Expected to Debut Tomorrow

Monday February 10, 2025 7:42 am PST by
Apple's long-awaited Powerbeats Pro 2 are finally expected to be announced this Tuesday. Ahead of time, one lucky Walmart customer was able to get their hands on the earbuds early, according to a since-deleted Reddit post over the weekend. A leaked image of the Powerbeats Pro 2 in Electric Orange "My local Walmart had them in the cage," the Reddit user explained. "I asked if I can buy them...
iOS 18

Apple Releases iOS 18.3.1 With Bug Fixes

Monday February 10, 2025 10:09 am PST by
Apple today released iOS 18.3.1 and iPadOS 18.3.1, minor updates for the iOS 18 and iPadOS 18 operating systems that came out last September. iOS 18.3.1 comes two weeks after Apple released iOS 18.3. The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. Apple has also released iPadOS 17.7.5 for those still running...