1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Articles (282) 

Will InvenSense Really Benefit From Apple?

July 24, 2014 | About:

Invensense (NYSE:INVN) is a heading engineer of motion-sensing solutions found in a wide assortment of applications, one of the most intriguing of which is the smartphone market. Invensense's business is exceedingly subject to deals to Samsung Electronics, the world's heading smartphone seller. That said, as the dispatch of Apple's (NASDAQ:AAPL) exceedingly expected iphone 6 draws close to, there's no less than one investigator who thinks Invensense has the iphone 6 configuration win.

What does Craig-Hallum say?

As indicated by Craig-Hallum's Richard Shannon, Invensense may have had a six-hub motion sensor planned into the iphone 6. Further, the firm accepts that ought to this outline win appear, it could include $0.25 for every offer in profit to Invensense's end result. Incredible if genuine, especially as it would drive incremental income, as well as it would help moderate one of Invensense's greatest dangers, which is constantly excessively indigent of Samsung.

Haven't we heard this in the recent past?

That said, this isn't the first run through speculators had been cheerful for an Invensense win over at Apple. Undoubtedly, in 2013, Pacific Crest appeared to expect that the take after ons to the iphone 5 would emphasize a three-hub spinner from Invensense.

Independently, Ashok Kumar, at the time working for Maxim, accepted that Invensense was ready to win a space in the iphone 5c. OTR Global, Pacific Crest, Goldman Sachs, and Wedge Partners all additionally expected some Invensense outline in over at Apple about this time a year ago.

It didn't work out, and Invensense's shares dropped from about $21 an offer to $15 once the tear-downs were in. Thus, also connected as these examiners may be, there are noguarantees until these gadgets have been torn down and the suppliers distinguished.

Could this be the genuine article this time?

There's no denying that Invensense has really robust engineering, especially as Samsung - which commonly utilizes the best components it can discover - has so widely utilized Invensense's items. That said, the iphone 5s utilized the accompanying MEMS components:

Three-axis accelerometer from Bosch Sensortech
Three-axis gyroscope from STMicroelectronics (STM)
Three-axis electronic compass from AKM

For Invensense to remove Bosch (which figured out how to wrestle away the accelerometer attachment from Stmicroelectronics) and/or Stmicroelectronics over at Apple, it is going to need to present a really propelling worth proposition. Whether it can do so only the tear-downs will tell, however it is amazing - especially given how constraining Invensense's items appear to be - that the organization hasn't won an iphone attachment to date.


It's not excessively long now before we know whether Invensense has won attachments over at Apple, as the cutting edge iphone is prone to dispatch in the September-October time period. While a year ago numerous Invensense speculators were baffled, we'll check whether not long from now is more productive.

Rating: 0.0/5 (0 votes)


Please leave your comment:

GuruFocus has detected 7 Warning Signs with InvenSense Inc $INVN.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Performances of the stocks mentioned by JuhiKulkarni

User Generated Screeners

HattcoSymonds PB2PE12EV8
pbarker46Begin here 1
MisterTIndustry Selection
maurits_halimEPS Growth >20% (UK)
DBrizan2017sep19 Qcom Gild beater
alberto.lopezblancoPI / PTB
Jeremieroyspinoffs + insiders
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat