Synaptics may play role in next-gen iPods
Apple Computer may once again tap Synaptics, Inc. to help supply touch interface components for its next-generation iPod digital music players, one analyst says.
"Based on recent channel checks, we believe it is probable for Synaptics to resume material volumes as a second source supplier for iPod interfaces in [its first fiscal quarter of 2007]," Cowen and Company analyst Robert Stone told his clients on Monday.
The analyst guesstimates such a deal could add $15M to Synaptics' top line in the second half of 2006 and as much as $24M in 2007.
"Given the importance of iPod for Apple, we have always believed a qualified second source of touch interfaces would lessen the risk of potential production glitches and add upside flexibility," he said.
Although Stone anticipates Apple's next round of iPod updates will be priced lower than existing models, he does not expect a heated price war between the players' component suppliers. Instead, the analyst believes Synaptics will be the beneficiary of a "relatively stable" share of touch interface component orders after Apple begins to ramp production of the players.
"We believe the resumption of iPod business [at Synaptics] will be reflected in guidance, and our best guess at the potential revenue impact suggests 30 percent [or more] upside in the shares relative to the market over the next 12 months," he added.
In an effort to regain tighter control of its intellectual property and component supply, Apple last year turned away from Synaptics as an interface solution designer for the TrackPad technology used in its Mac notebook product lines. Shortly thereafter, Apple attempted a similar move with its sourcing of iPod Click-Wheel components but ultimately recalled Synaptics to help supply parts during the thick of the 2005 holiday shopping season.
28 Comments
I sure wish they had gone with Synaptics for the Intel notebooks. It would be GREAT to have a working trackpad driver in Windows.
Just give me the damn thing already! I have a 3rd Gen iPod that works just fine but will buy this thing in a heartbeat. Why? Because it'll just be so damn cool!
I gotta admit,
It's taking too long to introduce another iPod. Others are starting to catch up in interface designs, extra features, more battery life, etc.
Apple needs to introduce another iPod to stay competitive.
I gotta admit,
It's taking too long to introduce another iPod. Others are starting to catch up in interface designs, extra features, more battery life, etc.
Apple needs to introduce another iPod to stay competitive.
Surely when they do (we hope) it'll blow the competition out of the water.
Just give me the damn thing already! I have a 3rd Gen iPod that works just fine but will buy this thing in a heartbeat. Why? Because it'll just be so damn cool!
I thought the next iPod wasn't even going to have a clickwheel though. It's supposed to be all screen with a virtual clickwheel. Would Synaptics be the supplier for this new interface or are they just talking about capacity updates to the current model? They must be as there is no way they would cost less.