Dialog Semiconductor Plc : Apple speeds up insourcing of main iPhone PMIC: DLG with less visibility on cash flow, less time to diversify beyond Apple; Downgrade to Neutral
>Apple to begin insourcing 30% of main PMIC already in 2018 - Dialog Semiconductor AG (DLG) warned yesterday (31 May) that its 2018 revenues will take a hit because Apple will start insourcing the main PMIC in the iPhone already in 2018, putting c.$ 60-90m of DLG’s Apple-related sales at risk. DLG however continues to expect revenue growth in 2018 and indicated that the sub-PMIC for the iPhone platform as well main PMICs in other devices remain intact. Also, as confi...Dialog Semiconductor is engaged in creating and marketing mixed signal integrated circuits for personal, portable, hand-held devices, low energy short-range wireless, LED solid-state lighting and automotive applications. Co. has four segments: Mobile Systems, which includes its power management and audio chips for the wireless systems markets; Automotive and Industrial, which markets products that address the safety, management and control of electronic systems in cars and for industrial applications; Connectivity, with activities that include short-range wireless, digital cordless, Bluetooth and VoIP technology; and Power Conversion, which includes its AC/DC converter solutions.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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