Apple's Vertical Integration Spree Continues

Apple (NASDAQ: AAPL) has long sourced power management IC, or PMIC, products from a small company called Dialog Semiconductor (NASDAQOTH: DLGNF). This business has been lucrative for Dialog, which indicated in its most recent annual report that about 77% of its sales in 2017 came from Apple.Unfortunately, the fact that Dialog relies so heavily on sales to Apple created a significant customer concentration risk.

Topics:  aapl    pmic   dialog semiconductor nasdaqoth   dlgnf    techinsights   xs max   apple    nasdaq   ic   dialog    dialog   main   risk   sales   report   

 

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