Following recent rumors that Apple may dump chips from Dialog Semi and Imagination Tech, Pacific Crest's John Vinh mulls which supplier might be next.
Medium-to-high on the risk list, he concludes, is Synaptics (SYNA -1.8%). Vinh notes Apple has hired a sizable number of former Renesas RSP engineers, and the company has been developing its own internal OLED DDIC.
On the plus side for Synaptics, Apple would need to invest plenty to ramp up infrastructure for an internal solution.
Low-to-medium risk is audio chip provider Cirrus Logic (CRUS -1.5%).
Source: Tiernan Ray in Barron's