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Apple supplier <span style='color:red'>Dialog</span> Semi weathers iPhone slump to hit revenue target

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Apple supplier Dialog Semi weathers iPhone slump to hit revenue target

Chip designer Dialog Semiconductor said on Monday that it managed to hit its fourth-quarter revenue guidance despite a slump in iPhone sales at its main customer Apple.Shares in the Anglo-German company jumped 4 percent as investors credited the company's resilience at a time when other Apple suppliers have slashed or missed their targets.The shares had fallen in early trade after Dialog said unaudited preliminary sales came in at $431 million in the fourth quarter, the low end of a guidance range of $430 million-$470 million, but they rebounded on the broader view that Dialog had weathered Apple's recent sales slowdown well. "Dialog was one of the few Apple suppliers not to warn, stating at the time their comfort with the guidance provided," said Barclays analysts in a note.Around 75 percent of Dialog's business is supplying power-management chips to Apple, which warned in November of slow year-end sales and on Jan. 3 issued its first sales warning in 12 years, blaming weaker iPhone sales in China.Shares in suppliers have been hit as a result, with many forced to revise their guidance lower. Dialog, however, stood by its fourth-quarter revenue forecast and managed - just - to meet it.CEO Jalal Bagherli said in November that Dialog was seeing less of an impact than other suppliers because its power-management chips were used across a broad range of Apple devices and not just in iPhones.Dialog struck a $600 million deal last October to transfer people and patents to Apple as part of a push to diversify its business.The company says the deal will buy it time to expand into new areas such as the Internet of Things that includes connected devices like home speakers, fitness trackers or smart watches.The deal was not expected to affect revenues in 2018, but Dialog will lose out on Apple power chip deals going forward. The company, which will emerge smaller after the transaction, expects Apple to account for 35-40 percent of revenues by 2022.Dialog said its cash on hand was $678 million at the end of 2018, up $199 million year-on-year, and that it was debt-free. It will publish audited results for 2018 on March 6.

Key word：

Dialog Semi

Release time：2019-01-15 00:00 reading：1278 Continue reading>>

<span style='color:red'>Dialog</span> sees double-digit growth, stable margins after Apple deal

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Dialog sees double-digit growth, stable margins after Apple deal

Dialog Semiconductor expects revenues to grow in the mid-teens after a $600 million deal with Apple to transfer patents and programmers key to making the iPhone's main power chip.The landmark deal buys time for the Anglo-German chip designer, which relies on Apple for three-quarters of sales, to reinvent itself as a more diversified firm that will target new markets such as the Internet of Things.With Apple's latest iPhones and iPads packing Dialog chips, there will be continuity until next year's launch cycle, securing overall revenues in 2019 on a similar level to this year's expected $1.46 billion."We are not going to fall off a cliff," Chief Executive Jalal Bagherli told Reuters in an interview. The longer-term forecast for revenue growth in the mid-teens applies to the Dialog operations not covered by the Apple deal.Dialog's shares jumped by a third on Oct. 11, the day of the Apple deal. They gained another 7 percent following the strategy update, extending their rally on the back of Wednesday's forecast-beating third-quarter results.Bagherli was due to hold a strategy briefing with analysts in London on Thursday and ahead of the event the company provided its first guidance on its outlook for 2019. The Apple deal will not have any impact on the current year.With the proceeds from the deal adding to the $617 million already on hand, Bagherli said Dialog would seek to grow through mergers and acquisitions.He said that Dialog was looking at several potential targets to supplement its existing strengths, but would exercise financial discipline. "We are not looking at acquisitions that require massive leverage," he told Reuters.Around half of the proceeds of the Apple deal would go towards running the business, leaving the remainder, plus cash on hand, free for takeovers or share buybacks. Dialog said on Wednesday it would spend up to 150 million euros on buying back nearly a tenth of its shares.STABLE MARGINS, NEW PRODUCTSDialog's longer-term guidance telegraphed a message of continuity. The company expects underlying gross margins of between 47 and 48 percent, a fraction below its third-quarter performance of 48.6 percent.It sees its underlying operating margin at between 18 and 23 percent, compared to a third-quarter outturn of 21.8 percent.Dialog, which has no chip production assets of its own, is more tied to the fortunes of Apple than it is to the broader semiconductor industry cycle, where Korean electronics giant Samsung Electronics has warned that a two-year boom in memory chips could be ending.It wants to shake off that image by deploying its expertise in so-called mixed-signal integrated circuits - which can handle both analogue and digital signals - to capture new market opportunities.Dialog claims market leadership in rapid-charging and configurable chips that are used, for example, to power up smartphones. It is number two in Bluetooth low-energy products that connect wearable devices like fitness trackers.Bagherli said he saw new opportunities in the Internet of Things that comprises connected 'smart' devices, such as Bluetooth-enabled styluses for tablets or for tyre-pressure monitors.Dialog is also talking to pharmaceutical companies about designing chips for devices such as insulin pumps and glucose meters, part of an e-healthcare trend where patients can self-medicate while their condition is monitored remotely.Another new product area Dialog hopes to move into is gaming consoles, whose power-management demands are similar to those of smartphones or tablets, Bagherli said.

Key word：

Dialog

Release time：2018-11-06 00:00 reading：1133 Continue reading>>

Trade news

Apple Pays $600 Million for Dialog's PMIC Business

Apple will acquire the majority of U.K.-based chipmaker Dialog Semiconductor's power management IC business for a total of $600 million, including $300 million for 300 Dialog engineers already focused on Apple chip development — plus assets — and a $300 million prepayment for Dialog products to be delivered over the next three years.Announced as a partnership and technology licensing agreement, Dialog will have guaranteed contracts for products over the three-year deal. Its 2018 revenue from Apple for PMICs is expected to be $875 million but will start declining from the second half of 2019 and be phased out by 2022.Dialog says that it expects no new revenue contribution from main PMICs for 2019 iPhone models and for the 2020 iPad or Watch models. Beyond this period, Dialog expects to continue to work with Apple to deliver sub-PMIC products, but that will be a much smaller proportion of its business.The transaction is expected to close by the end of the first half of 2019, said Dialog. The company currently employs 2,100 people, so it will lose 16% of its workforce once the deal is done. At that point, Dialog expects to reduce operating expenses by about $35 million.As part of the deal, Apple will take over Dialog facilities in Livorno, Italy, Swindon, U.K., and Nabern and Neuaubing, Germany.“We believe that this transaction is in the best interests of our employees and shareholders who will benefit from a business with enhanced focus, strong growth prospects, and additional financial flexibility to invest in strategic growth initiatives,” said Jalal Bagherli, Dialog CEO, in a press statement.A Dialog spokesperson told EE Times that the deal essentially helps bring clarity to the company’s relationship with Apple.Apple seemed pleased to be able to take control of PMIC development. “Dialog has deep expertise in chip development, and we are thrilled to have this talented group of engineers who’ve long supported our products now working directly for Apple," said Johny Srouji, Apple’s senior vice president of hardware technologies.

Key word：

Apple,Dialog

Release time：2018-10-15 00:00 reading：1063 Continue reading>>

Apple hires engineers from <span style='color:red'>Dialog</span>

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Apple hires engineers from Dialog

Apple has struck a deal with Dialog Semiconductor which will see it buying a portion of the company and hiring 300 of its computer chip engineers.Described by Dialog as an asset transfer and licensing deal, the $300m agreement will see some of the Reading-based company's patents and facilities transferred to Apple. In terms of headcount it represents one of the biggest takeovers made by Apple, to date.Apple has long used Dialog's products to monitor and control power consumption in its iPhones and iPads and the two have had a relationship that stretches back to the very first iPhones.Commenting, the Apple's hardware technologies chief, Johny Srouji, said, "Dialog has deep expertise in chip development and we are thrilled to have this talented group of engineers who have long supported our products now working directly for Apple.”The deal will affect Dialog staff in Swindon, Italy and Germany.At the end of last year, rumours had emerged that Apple was looking to phase out use of Dialog's components, but it has now revealed that it has pre-paid Dialog a further $300m to secure products from it over the next three years.Dialog said it expected the deal would be completed within the first six months of 2019 and post the deal the company said that it would be focusing on IoT as a provider of custom and configurable mixed-signal integrated circuit chips.

Key word：

Apple,Dialog

Release time：2018-10-12 00:00 reading：1155 Continue reading>>

<span style='color:red'>Dialog</span> Semi Halts Pursuit of Synaptics

Trade news

Dialog Semi Halts Pursuit of Synaptics

Analog and mixed-signal chipmaker Dialog Semiconductor said it terminated discussions with touch screen controller vendor Synaptics for undisclosed reasons.Jalal Bagherli, Dialog's CEO, said through a statement that the company would continue to extend its product line through both organic growth and acquisitions.Dialog (London) announced in June it would conduct detailed discussions with Synaptics over a potential acquisition.The Reuters news service, citing an unnamed source, reported that talks between Dialog and Synaptics collapsed after Synaptics balked at the proposed terms, including the value of Dialog's offer.Synaptics (San Jose, Calif.) also issued a statement saying the companies had terminated merger discussions. The company said it would have no further comment on the discussions. “We are extremely confident in our strategic direction and excited by the significant opportunities before us," said Rick Bergman, Synaptics president and CEO. “We are extremely confident in our strategic direction and excited by the significant opportunities before us. We are well-positioned to continue as a standalone growth company and will remain disciplined in generating superior long-term value for our shareholders."

Key word：

Dialog Semi Halts,Synaptics

Release time：2018-08-02 00:00 reading：1413 Continue reading>>

Apple's Plans Could Doom <span style='color:red'>Dialog</span> Semi

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Apple's Plans Could Doom Dialog Semi

　　Speculation that Apple will begin designing its own power management chips by next year could be bad news indeed for its primary supplier of these parts, Dialog Semiconductor.　　Japan's Nikkei reported Thursday (Nov. 30) that Apple is designing its own power management chips for use in iPhones as early as next year, adding fresh fuel to a fire that has been smoldering for months. The story, which cites unnamed sources, caused Dialog's stock price to plummet nearly 18 percent in one day.　　Speculation that Apple will bring its power management chip design in house is not new. In April, Dialog's stock value dropped by 20 percent after analyst Karsten Iltgen at Bankhaus Lampe warned there was strong evidence that Apple was developing its own power management chips in an effort to replace Dialog at least in part.　　News that Apple was creating its own graphics decimated Imagination Technologies earlier this year, ultimately resulting in it agreeing to a takeover by China-backed Canyon Bridge Venture Partners in September. (That deal, worth about $675 million, has yet to close).　　According to Kevin Anderson, a senior analyst covering power semiconductors at IHS Markit, Apple moving power management IC design in house makes sense because of the relationship between power management and the applications processor and battery of the iPhone. "They [Apple] have a tendency to bring everything in house that they can, whether that is for cost or other reasons," Anderson said in an interview with EE Times Thursday.　　Apple represented about 74 percent of Dialog's revenue in 2016. According to Anderson, that's down from about 80 percent in 2015 — the result of Dialog's efforts to diversify its product portfolio, largely through acquisition. Though Dialog has been dogged by questions about the health of the relationship with Apple, the company has continued to say that as far as its visibility extends it expects sales to Apple to remain at or near present levels.　　A spokesperson for Dialog told EE Times via email: “The level of visibility into the design cycle of our leading customers remains unchanged and the business relationships are in line with the normal course of business.”　　Anderson added that Dialog's products are pervasive throughout Apple's portfolio, including the Apple Watch and other products. He also speculated that Apple would not be able to completely eliminate Dialog as a supplier right away.　　While the rest of Dialog's business has been growing faster than its mobile business, a loss or major reduction in business from Apple would obviously be a major blow to Dialog, Anderson said. "Obviously you can't overnight replace 74 percent of your revenue," he said.　　Dialog did not immediately respond to request for comment.

Key word：

Apple,Dialog Semi

Release time：2017-12-04 00:00 reading：1099 Continue reading>>

<span style='color:red'>Dialog</span> Semi to Buy Silego for up to $306 Million

Trade news

Dialog Semi to Buy Silego for up to $306 Million

　　Dialog Semiconductor said it would buy privately held configurable mixed-signal IC (CMIC) vendor Silego Technology for up to $306 million, in a deal it said would grow Dialog's sales at existing customers and also expand its customer base.　　Dialog executives described Silego's technology as highly complementary to Dialog's own power management and connectivity offerings. They estimated the deal would expand Dialog's total addressable market by more than $1.4 billion.　　Silego's CMICs combine analog, digital, and nonvolatile-memory functionality with software tools in a flexible, cost-effective design and prototyping platform. Silego (Santa Clara, Calif.) announced in August that it shipped its 3 billionth device.　　"What Silego has developed is truly unique — a mixed-signal platform which customers can configure to their design requirements on the fly, drastically reducing the time to bring their products to market,” said Jalal Bagherli, Dialog's CEO, in a statement.　　Under the terms of a definitive agreement signed by the two companies, Dialog will pay $276 million in cash plus an additional consideration of up to $30.4 million contingent on sales and performance goals to acquire Silego. The deal is expected to close in the fourth quarter.　　Silego projects its 2017 revenue will be more than $80 million, with double-digit growth on top of that expected next year. The company has about 235 employees worldwide, most of whom are expected to join Dialog as a result of the deal.

Key word：

Dialog Semi,Silego

Release time：2017-10-10 00:00 reading：1450 Continue reading>>

model	brand	Quote
TL431ACLPR	Texas Instruments
MC33074DR2G	onsemi
RB751G-40T2R	ROHM Semiconductor
BD71847AMWV-E2	ROHM Semiconductor
CDZVT2R20B	ROHM Semiconductor

model	brand	To snap up
IPZ40N04S5L4R8ATMA1	Infineon Technologies
TPS63050YFFR	Texas Instruments
STM32F429IGT6	STMicroelectronics
BP3621	ROHM Semiconductor
ESR03EZPJ151	ROHM Semiconductor
BU33JA2MNVX-CTL	ROHM Semiconductor

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