Apple supplier <span style='color:red'>Dialog Semi</span> 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.
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Release time：2019-01-15 00:00 reading：1027 Continue reading>>
<span style='color:red'>Dialog Semi</span> Halts Pursuit of Synaptics
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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."
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Release time：2018-08-02 00:00 reading：1179 Continue reading>>
Apple's Plans Could Doom <span style='color:red'>Dialog Semi</span>
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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.
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Release time：2017-12-04 00:00 reading：829 Continue reading>>
<span style='color:red'>Dialog Semi</span> to Buy Silego for up to $306 Million
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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.
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Release time：2017-10-10 00:00 reading：1216 Continue reading>>

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