In August 2016, InvenSense Chief Financial Officer Mark Dentinger reported the company was “the largest player” in supplying the motion sensors. However, Dentinger also said that the company was “splitting some share now with our primary competitor.” In fact, teardowns of the iPhone 6S and iPhone 7 suggest that the motion sensors were supplied exclusively by InvenSense.
The CFO acknowledged it was unlikely that InvenSense’s position as the primary supplier for the motion sensors might not last much longer. It’s unusual for Cupertino to maintain any type of “sole supplier” deal with a company, preferring instead to divide production of components among several suppliers. This allows for easier negotiation for cheaper prices.
Powered by WPeMatico