Bloomberg quoted sources familiar with related transactions as saying that Robert Bosch had won orders for the next generation of iPhone's motion sensors. This may impact InvenSense because they are currently the main supplier of this part of the smartphone components.
InvenSense’s financial director had hinted at Apple’s decision to change suppliers in August of last year. Japan’s TDK has agreed to spend $1.3 billion to acquire the motion-sensing chip maker, in part to strengthen its business with Apple, and InvenSense is currently seeking to complete the transaction. InvenSense's stock price fell more than 5% during the trading day on Thursday.
According to sources, Bosch may provide half of the components for the new iPhone, while InvenSense offers the rest. According to the company's internal component analysis company, iFixit and other product dismantling, Bosch has provided atmospheric pressure sensors for the iPhone. Currently Apple, InvenSense and Bosch spokespersons declined to comment. Because it is not in normal working hours in Japan, TDK has not yet responded to specific postal and telecommunications enquiries.
Components produced by Bosch and InvenSense include gyroscopes and accelerometers. The gyroscope can determine whether the phone is horizontal or vertical, whether it is shaking or moving in a specific direction. Accelerometers detect different movements, such as lateral movements. The combination of the two can help measure the number of steps and can be used for mobile games and augmented reality applications. According to the device dismantling, the gyroscopes and accelerometers in the iPhone 6S and iPhone 7 are provided only by InvenSense.
The Bloomberg report did not point out that Bosch indicated that their gyroscopes may be integrated into Apple's products from the iPhone 8. According to analysis, Bosch's gyroscopes can meet the needs of products such as augmented reality, gesture recognition, indoor navigation, and smart glasses. This area is exactly what Apple is looking at. Apple has also applied for a number of related patents.
If Bosch's chips are used in the iPhone 8, it is very likely that Apple products that take advantage of the above-mentioned fields will enter the market. In addition, this chip is also used in smart car systems.
For the field of augmented reality, the news that Apple will integrate Bosch sensors presents an exciting turning point.
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