Apple Said to be Working on its Own Power Chips – Bloomberg (Apr 11, 2017)
Apple is apparently working on its own power-chip technology, and has hired 80 people in this area, according to a financial analyst firm’s report. Even that report says that Apple won’t be ready to make its own before 2019, and yet its current primary supplier Dialog has seen its stock drop significantly today as a result of this story. On top of last week’s Imagination Technologies news (and arguably the ongoing Qualcomm lawsuit too) it’s easy to draw the conclusion that being a supplier to Apple is tough. I’m sure that wouldn’t be news to any of Apple’s existing suppliers, who have always been pushed hard and squeezed for margins, but I’m also sure no company would turn down the opportunity to be part of Apple’s supply chain over these worries. However, these recent events certainly suggest that customer diversity is warranted for those serving Apple, because it has a stated intention of controlling the key elements of its technology stack, and that trend only goes one way over time.
via Bloomberg
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