A 6-axis InvenSense (INVN) motion sensor may have been designed into the iPhone 6, thinks Craig-Hallum, reiterating an Outperform and $22 PT. The firm sees the win providing a $0.25 EPS boost if it happens.
InvenSense was frequently rumored last year to be the motion sensor supplier for the iPhone 5S/5C, but Apple ultimately went with traditional supplier STMicroelecronics (STM -2%). iPhone 6 sales forecasts are running high, given Apple is expected to finally address pent-up demand for bigger iPhones.
Meanwhile, Roth thinks InvenSense might have scored multiple design wins for Amazon's Fire phone. In addition to typical motion sensors, the Fire phone has baked optical image stabilization into its 13MP rear camera, and supports 3D viewing with the help of 4 front cameras. Shipments will likely be a small fraction of iPhone levels.
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