impact on current manufacturer InvenSense.
Photo: Ste Smith/Cult of Mac
Apple is reportedly switching some of its iPhone motion sensor
orders from InvenSense to German firm Robert Bosch.
It comes as the
latest example of Apple shaking up its supply chain, which has
already seen Apple distance itself from GPU
Technologies and power-management chip
this could have a major impact on InvenSense’s bottom
line. Apple currently accounts for around 60 percent of
InvenSense revenue, claim supply chain analysts.
dropping InvenSense altogether, though.
According to a report from Bloomberg, Bosch may
supply up to half the gyroscopes and accelerometer chips for
the new iPhone, with InvenSense supplying the rest. Bosch
is no stranger to Apple, being its existing supplier of
iPhone barometric pressure sensors.
present, this is all hearsay, although it’s certainly true that
Apple has been tweaking its supplier deals as of late. In
addition to the aforementioned “in-sourcing” that Apple has
been doing to bring more manufacturing in house, the company
has been broadening
the number of companies it works with in some cases.
mean splitting orders between two suppliers as a way of both
protecting against being let down if one supplier fails to
deliver components, and also to give Apple more leverage in
Imagination Technologies — another jilted Apple supplier
which has been designing the company’s mobile GPUs for
years — started a “dispute resolution procedure” with the
Cupertino company over a licensing standoff.