Dialog Semiconductor’s Relationship With Apple Remains Strong, Says CEO

The transcript discusses Dialog Semiconductor's Q3 growth driven by mobile and IoT products, the strong relationship with Apple, and the goal to reduce Apple's revenue share to below 40% by 2022. The company plans to achieve this through organic growth and acquisitions, such as Creative Chips, focusing on IoT, automotive, and industrial markets. Despite US-China trade tensions, the impact on Dialog is minimal due to product origin. The company aims for a balanced business with diverse products.

What were the main contributors to Dialog's Q3 growth?

• New design contracts

• Mobile market and IoT products

• Automotive products and industrial sales

• Legacy Apple products

What percentage of Dialog's revenue currently comes from Apple?

• 80%

• 60%

• 50%

• 70%

What is Dialog's target for Apple's contribution to their revenue by 2022?

• Less than 60%

• Less than 40%

• Less than 50%

• Less than 30%

What recent acquisition did Dialog make to enhance its industrial IoT capabilities?

• Smart Devices

• Creative Chips

• Innovative Circuits

• Tech Solutions

What type of products is Dialog focusing on to maintain better margins?

• Consumer electronics

• Legacy products

• Differentiated products

• Commodity products

In which areas has Dialog been investing recently?

• Healthcare and pharmaceuticals

• Automotive and IoT

• Retail and e-commerce

• Education and training

How does Dialog view the potential impact of US-China trade tensions on their business?

• Positive impact due to increased demand

• Significant impact due to high exposure

• No impact as they are not involved

• Minimal impact due to low exposure