Seeking Alpha

Big gains for QuickLogic after Android sensor hub announcement

  • QuickLogic (QUIK +10.6%) surged to within a hair's breadth of its 52-week high after announcing an out-of-the-box sensor hub solution (tracks a user's location and motion) for smartphones/tablets running Android 4.4 (KitKat).
  • The announcement comes five months after QuikLogic launched its ArcticLink 3 S1 sensor hub. The products are aimed at Android OEMs looking to keep pace with Apple, which has included a similar chip (the M7 motion co-processor, manufactured by NXP) within the iPhone 5S and iPad Air.
Comments (7)
  • davedone
    , contributor
    Comments (28) | Send Message
     
    You make it sound like QUIK is first to bring a sensor hub to Android market, yet sensors hubs have been around longer on Android than iOS.

     

    Just about everyone and his dog has or will be touting a hub solution before long, whether its the SoC suppliers, sensors guys, or the existing microcontroller gang. What's the betting QUIK get little or no traction?
    18 Mar 2014, 06:42 PM Reply Like
  • Philip Marlowe
    , contributor
    Comments (1201) | Send Message
     
    Good point Dave, I was going to say the same thing. There is another point to be made here. Invensense is putting more and more digital logic on the actual sensors, and their goal eventually is to do away with the sensor hub altogether. Of course this is something that will happen in the future, but I would not be surprised if there are no sensor hubs two years from now.
    18 Mar 2014, 07:06 PM Reply Like
  • Stock Market Mike
    , contributor
    Comments (2487) | Send Message
     
    QUIK's 'ace in the hole' seems to be that they're producing extremely low power re-programmable sensor hubs. If you believe their marketing materials, QUIK will dominate this sector while it lasts.

     

    "Invensense is putting more and more digital logic on the actual sensors, and their goal eventually is to do away with the sensor hub altogether. Of course this is something that will happen in the future, but I would not be surprised if there are no sensor hubs two years from now."

     

    Only if they can do this in a more power efficient manner. If it doesn't help power efficiency, then sensor hubs are here to stay.

     

    -Mike
    18 Mar 2014, 08:05 PM Reply Like
  • 13302632
    , contributor
    Comments (851) | Send Message
     
    Specialty companies can concentrate on finding a niche that makes sense. It is really just about impossible for integration companies to do everything well enough that they can't use help in some areas some times. There are plenty of companies specializing in solutions for power, sensors, and their integration to other systems. The proof is in the pudding. When a niche solution presents itself well enough, it allows designs to get to market faster while optimizing factors that are appealing to the acquirer.

     

    Quik is a very small cap that has come up with something that is appealing to some mass market items. This is a formula for potentially huge leverage on stock valuation. Of course, they don't call it speculation for nothing. Obviously, it is very competitive landscape and purchase of QUIK doesn't come with a guarantee. I would think there might be some potential for acquisition as well if they are designing in a sweet spot.
    18 Mar 2014, 08:27 PM Reply Like
  • gilder123
    , contributor
    Comments (2) | Send Message
     
    I agree w/13302632, This is a niche solution but when you read about Google and their smart watch and wearable contextual sensor watches/glasses/jackets etc. you have to believe that this has tremendous near term upside with the possibility of being bought out for their proprietary solutions.
    19 Mar 2014, 01:05 PM Reply Like
  • Joseph Dedvukaj
    , contributor
    Comments (629) | Send Message
     
    Gentlemen-

     

    Show me just one ultra low power in-system reprogrammable always-on sensor hub that uses less than 1% of battery power like QUICKLOGIC'S??

     

    P.S. I have not been able to find one.
    18 Mar 2014, 11:26 PM Reply Like
  • gilder123
    , contributor
    Comments (2) | Send Message
     
    it would seem as if quik's ultra low power solution has/will be adopted by the android using gadget manufacturers. this has tremendous short term potential and would be low hanging fruit for a large chip maker. Apple spent huge sums of money to develop their own ultra low power sensor chip.
    19 Mar 2014, 10:00 AM Reply Like
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