Apple ha dato inizio al passaggio all’utilizzo di chip per la gestione dell’energia prodotti in proprio, avendo ridotto gli ordini del 30% dal fornitore Dialog Semiconductor. La notizia arriva dal Financial Times, e Dialog ha confermato le intenzioni di Apple con un nuovo comunicato stampa.
Dialog ha dichiarato che Apple ha deciso di ridurre del 30% gli ordini, nonostante le rassicurazioni di qualche mese fa che non facevano pensare ad un impatto sugli affari ad opera dell’azienda di Cupertino. Il produttore si aspetta che tale decisione porterà ad una calo del 5% dei ricavi nel FY 2018.
Di seguito il comunicato ufficiale:
«Dialog Semiconductor has been provided with a reduced share of the volume forecast from Apple for the main Power Management IC (PMIC) for the 2018 smartphone platform. The projected volume for the sub-PMIC in the 2018 smartphone platform and all other PMICs including those for tablets, wearables, and notebooks, remains unchanged.
This is the first time one of our custom PMICs for the smartphone platform is being dual sourced and it is estimated to reduce the FY 2018 revenue by approximately 5%. The company still expects revenue growth in FY 2018. As in previous years, revenue performance will be strongly weighted towards the second half of the year.
Dialog understands its continued role as Apple’s main PMIC supplier is contingent on Dialog meeting Apple’s technology, quality, price and volume expectations, as well as continuing to develop advanced technology to meet Apple’s requirements. Dialog also intends to continue to explore new mixed-signal opportunities outside of power management for future Apple products».
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