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Here GoesNumber of times Android Mentioned in last several letters beginning with March 17: Android 7 7 2 2 5 5 2 2 2 Same for word China mentioned: China 3 2 0 0 0 0 0 0 0 Cirrus does telegraph the future and usually the bigger changes come in the following year though this year Cirrus has stated that growth will begin with these customers. With a robust portfolio of components and extensive product roadmap, we expect to gain momentum selling a range of smartphone and digital headset smart codecs, boosted amplifiers and hi-fi DACs into a variety of Android OEMs as we move into FY18 and beyond. Longer term, we continue to invest in MEMS microphones, and are excited about potential opportunities in adjacent markets including smart home and new technologies such as voice biometrics, as we believe they will further expand our served available market. With interest in high performance, ultra-low power audio and voice products accelerating across a wide range of device categories, Cirrus Logic is well positioned to capitalize on these opportunities. The company has a comprehensive product portfolio that has been tailored to address the various price and performance requirements of these markets and outstanding engineering, technical marketing and supply chain teams that are focused on executing our innovative roadmap which we believe is essential for future growth. Despite slower adoption rates in the Android ecosystem, we are pleased to see more OEMs transitioning to the USB-C interface. With a solid pipeline of design engagements, we expect to gain momentum in Android as the penetration rates of USB-C increase over the next year and the challenges associated with the current implementation options are resolved. During the quarter, the first headset utilizing our fully adaptive ANC technology was announced at Mobile World Congress and is now available for purchase in certain regions. We are working closely with major customers on the development and manufacturing of additional ANC headsets, which we believe will be launched over the next year. We have also experienced an uptick in demand for high performance, non-ANC digital headsets and adaptors and are actively engaged with several key customers. While we anticipate a meaningful revenue contribution from digital headsets in FY18, the market is in its infancy and we believe this business will continue to drive future growth. While our largest customer has always placed a significant premium on the audio experience, it has only been in the last few years that the Android market began recognizing audio and voice as a differentiating feature. As a result, the company has been very successful selling flagship smart codecs into our second largest customer; however, our participation in the broader Android market has been predominantly opportunistic. More recently, we have experienced a considerable increase in demand for innovative components for flagship and mid-tier devices from a wide range of OEMs. Focusing on this strategically important and relatively untapped growth vector, Cirrus Logic has introduced a platform of products spanning the audio signal chain that have been tailored to address the price and performance requirements of flagship and mid-tier devices, including smart codecs, boosted amplifiers and hi-fi DACs. The company broadened our participation in the China market with the addition of a new customer where we are providing a flagship smart codec and our recently introduced hi-fi DAC. We also gained traction with our boosted amplifiers shipping our first component into a mid-tier device. We expect this business to accelerate over the next few quarters as several Chinese customers introduce new smartphones utilizing our boosted amplifiers. In addition, the company taped out our first 55-nanometer boosted amplifier, further strengthening our competitive position. Building on this success, we are actively engaged with new and existing Android customers on numerous products utilizing our smartphone and digital headset smart codecs, hi-fi DACs and boosted amplifiers that we anticipate will be introduced throughout the coming year. As we look ahead, we believe we have many opportunities to expand our Android market share and drive revenue growth. We remain focused on growing our share with new and existing customers, including increasing our penetration of flagship devices while pushing certain features and functionality into mid-tier phones. With a robust portfolio of components and extensive product roadmap, we expect to gain momentum selling a range of smartphone and digital headset smart codecs, boosted amplifiers and hi-fi DACs into a variety of Android OEMs as we move into FY18 and beyond. Here are the statements surrounding those word references. I believe I got all of them. One point that I believe needs to be made is that I think that the new China audio customer is VIVO. Cirrus had its high end chip in their first model and the newest chip announced fits perfectly the kind of specs that V is looking for. If someone wants to go out and look at a tare-down of its new phones and post that. That would be great and helpful. Maybe V's new phones are not out yet. I am not sure if Cirrus is in anything new with H yet but I noticed that lots of new parts are coming. Grade Zero |
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Msg # | Subject | Author | Recs | Date Posted |
1009 | Re: Here Goes | gr0operator | 3 | 5/16/2017 9:45:44 AM |