by Travis Johnson, Stock Gumshoe | September 19, 2014 10:07 am
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A little “sell on the news” action this morning, it appears — price dropping a couple percent for INVN. Tempting, though it could certainly dip more and I can’t buy it for at least three days since I wrote about it today.
Have to agree with you Travis. INVN has been on my buy list 5 months now. Hoping for a decent pullback, with not much luck. Also watching AMBA, INVE
As an Electrical Engineer, I would guess less than $1 as Apples’ payment to INVN with INVN’s all-in incremental cost at $0.40 to $0.60 depending on the complexity and time for testing.
Actually, there is likely a supplier agreement that requires period price decreases…..
I could also be full of carp.
You could very well be right, Schmitt — I’m probably being optimistic on the per-chip price given the rapid deflation in these combo sensors, I’ve seen teardown estimates for these chips over $2 but those are pretty old now. Too bad Apple didn’t spec INVN’s more expensive 9-axis, maybe next year.
A lot of the future, of course, depends on design wins — INVN has been making their combo chips a lot smaller than STM and Bosch, which must be helping, but even though they may have been excited to also be designed in to the Amazon Fire phone, for example, that doesn’t do much if the Fire phone is a flop.