Without confirming whether it will provide components to Apple’s new iPhone, InvenSense CFO Alan Krock said during the company’s third conference call that “in our fiscal 2015, we are well positioned to enjoy a year-over-year rate of [revenue] growth similar to the past two fiscal periods of between 25% to 35%. This outlook opportunity excludes potential market share gains or losses.”
The Motley Fool believes this is an indication InvenSense may provide certain components to the iPhone, on top of its existing contractual obligations to other smartphone makers. The company provided about “50% of Samsung’s design wins,” amounting to 157 million component units of the total number of 314 million shipped Samsung smartphones.
Even so, it’s not clear what components, if any, InvenSense will sell to Apple. The publication speculates that Apple may be interested in a 6-axis integrated gyroscope and accelerometer chip from the company. But Bosch and STMicroelectronics also produce the same component, and both companies have supplied parts to previous iPhone models.
The OIS gyroscope is also seen as a potential win for InvenSense, a feature “Samsung neglected” for the Galaxy S5, but which Apple could integrate into the iPhone 6. “If it does, InvenSene is a clear choice,” the publication writes.