++ Chipwerte querbeet ++

Dialog hat das Transcript ins Web gestellt (www.dialog-semiconductor.com/sites/default/files/02-…), er macht doch noch irgendwie Anmerkungen in beide Richtungen. Insbesondere die Seiten 10 und 11 sind relevant: Q: "I mean, how should we see the -- if you want to see that downside for 2019, what would you recommend to look at? I mean, do we look at the iPhone shipments and say, “Okay, 50 percent of this,” and then you have some new design?" A: "I think some, I guess, analyst evaluation would be that it would be the main socket for the phone. (...) may be more sub-PMICs, and those are not subject to the conversation I’m sharing today. (...) But the core, if you like, PMIC is the one that’s in the discussion about, you know, potential sharing. It wasn’t the rest of the business or the rest of the system." Q: "Okay. To sum it, it’s one main PMIC of what it going to be shared. The rest of the business is not a discussion right now. Is that correct?" A: "It is. And we don’t know whether it will be shared, you know, what ratio of sharing, if at all." Q: "Are you planning to give kind of a mid-term target again?" A: "we believe we need to also get more clarity on the main business -- because, you know, we feel it's not a complete story if we hold, you know, a mid-term modeling without being more explicit on the biggest component of the business." Q: "is your baseline assumption that you will ultimately lose that but can offset any potential content loss by gains elsewhere?" A: "I think the answer is we don't know, to be honest. (...) My expectation is that even if we were to share some of the main circuits, there would be additional circuits that we could claim as our own -- as of the smaller PMICs." Q: "I was just wondering whether Apple will use a PMIC of its own in products." A: "you know, we are in commercial negotiation, and you know, once it’s finished, and I can be more certain of what our share of volume of that particular circuit. Until then, I have to assume that there’s a sharing of products for the September ’19 bids for internal design for that one circuit."

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