“We intend to sample those chips in the second half of this year and this is again done on a collaborative ways, not done in isolation. But the commercial negotiation continues and is not finalized.”
The chart (above) reflects the average content per device from custom PMICs and includes all the platforms the company serves.
In Q4 2017 the company created the Advanced Mixed Signal segment grouping the former Power Conversion segment and Silego as well as the GaN device business and wireless charging. However this division was the only one not to show a profit in 2017 despite double digit growth.
“Through the acquisition of Silego and the LED backlighting business from ams, we have expanded our Advanced Mixed Signal technologies contributing to the ongoing expansion of our customer base. And the strategic investment in Energous is gathering momentum following the FCC approval of the WattUp Mid Field transmitter. The investments helped us to address the significant opportunity in the wireless charging market and we have a full product road map ready to deliver,” he said.
“We remain positive about our prospects for 2018. We expect it to be another good year of revenue growth,” he added. “We expect RapidCharge technologies like USBPD to gather momentum in the second half of 2018. The AC-DC market continues to grow and the introduction of new technologies provides us with new opportunities. The same can be said for LED market where our broader LED backlighting portfolio will help us capitalize on our strong position.”
“Finally, on Silego, our primary focus is to maintain business momentum with existing customers and introduce the benefits of the CMIC technology to Asian customers. We expect revenue from Silego to grow 15% year-on-year in 2018.”
Dialog also saw growth in automotive and connectivity for the Internet of Things (IoT), where the complexity of power management in connected devices like wearables and smartwatches is gradually gathering pace, as devices become more complex and need better power management. “With Bluetooth low energy, we have built an entire product range of innovative SoCs, which gives our customers a substantial energy savings and a smaller form factor. As a result in 2017, we’ve maintained 16% market share in BLE according to IHS October market data and our own estimates,” he said.
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