Dialog Semiconductor - weiter zu neuen Höhen

re dein Link zum BUSINESS INSIDER Artikel:

Es ist schon interessant zu lesen, wie BUSINESS INSIDER DEUTSCHLAND Sprache einsetzt, um eine gewisse Botschaft zu vermitteln. Hier ein paar Beispiele:

1) A major iPhone supplier is trying to persuade investors that it's not about to be destroyed by Apple — but analysts are worried.

2) CEO Jalal Bagherli said he's not aware of Apple specifically working on chip design, but analysts said there are signs Apple is speeding up its capabilities.

3) Robin Brass, an equity analyst at Hauck & Aufhäuser, told Business Insider that he didn't feel positive: "They don't 100% know what will happen — Apple will not give them a final yes or no before the end of this year. They will have to wait until November for Apple to tell them exactly.

4) "[Bagherli] is definitely positive that the Apple relationship will not end, but the amount of [Dialog] content with phones might drop, we can't tell. Therefore it's not over-optimistic, but he's clear they will still have some business with Apple."

5) The worry, according to Brass, is that Apple will bring design for the core iPhone PMIC in-house, and farm out the cheaper sub-PMIC design to Dialog. A similar fate befell chip supplier Imagination Technologies, which lost its COO to Apple and then had to sell itself after the iPhone maker took design in-house.

6) According to Karsten Iltgen, Apple is actually speeding up its internal chip development. "[We] now see the risk that Dialog revenues may already be affected in 2018," he wrote in an investor note in March, sending the firm's shares down again.

7) On the call, Bagherli pleaded ignorance. "I'm not aware of specific products being released or volume being planned or in preparation," he said. "But it is relatively early for 2019. It's possible and I just want you to be aware."

8) "And we hope to land the number of significant opportunities in those areas that we can report on in the future." According to Hauck & Aufhäuser analyst Robin Brass, that might mean Apple's much-rumoured smart glasses. But ultimately, it might not be enough.

9) "Dialog is not the only company affected by more in-house efforts from Apple," he said, pointing to rumors Apple might also reduce its dependence on Samsung and Intel for screens and chips.

10) "It's a little bit of a trend and, especially for power management, those are produced by Taiwan Semiconductor, it's just that the design is by Dialog. It wouldn't be a huge effort for Apple to do it in-house — they don't need the capability for factories or thousands of workers, just 50 or 60 people who are experts."

WIKIPEDIA zu Business Insider:

Business Insider ist ein aus New York, USA, stammendes Unternehmen, das Nachrichtenseiten im Internet betreibt. Neben der amerikanischen Seite betreibt es auch Ausgaben für Australien, Indien, Malaysia, Indonesien, Singapur, China. Großbritannien und Südafrika. Außerdem betreibt es Dienste in den Landessprachen für Deutschland[1] und Polen[2].

Business Insider startete seinen Dienst im Februar 2009 und wurde vom früheren DoubleClick (Marke von Google) -CEO Kevin P. Ryan, Dwight Merriman und Henry Blodget gegründet.[3]

WIKIPEDIA:

Schüsselpersonen aus Gründungszeit

Der Chefredakteur und heutige CEO des Unternehmens ist Henry Blodget, ein Absolvent der Universität von Yale. Bis zu seinem Start von Business Insider war er an der Wall Street beschäftigt, wo er 2003 von der SEC wegen Anlagebetrugs verklagt und mit einem Arbeitsverbot im Finanzbereich belegt wurde.[16][17] Der von 2008 bis 2013 stellvertretender Chefredakteur Nicholas Carlson, arbeitete vorher bei Internet.com und dem zu Gawker Media gehörenden Nachrichten und Klatschportal des Silicon Valley Valleywag. Heute ist Carlson Chefredakteur des Lifestyle-Dienstes Insider von Business Insider.[18] Jim Edwards, Redakteur von 2011 bis 2012 und stellvertretender Chefredakteur von 2012 bis 2014 war früher bei Adweek und ist heute Chefredakteur von Business Insider UK.[19]