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InvenSense, Inc. Message Board

  • jimmypiersal jimmypiersal Feb 27, 2014 11:55 PM Flag

    Confirmation conversation with INVN on February 27


    Thurs, 2/27 in a conversation with a senior individual at INVN I was told the following:
    -Invensense is in the Samsung Galaxy S5 "in a very substantial way." They confirmed it was 6 axis sensors
    -Invensense is in new products "announced at MWC by Huawei, Xiaomi and Oppo "very substantially with 6 axis sensors," "and other Chinese companies."
    -Invensense is in LG's new mid-range smart phone with OIS. Probably the LG G Pro 2 announced at MWC
    -Significant opportunities came out of MWC for INVN. "INVN did very well at MWC."
    -At this point could not tell volumes of every product since a few companies offer different version in some countries and may use different vendors. But "the volumes we have been shipping of 6 axis are very heavy."

    The information shared was not insider information, as it was offered freely in conversation, some without me even asking about it. They indicated that INVN does not publish when it is included in a customer's product but waits for teardowns to let it be known.

    I made shorthand notes as we spoke. The only name that surprised me was Huawei. They are the world's third largest smart phone maker. I did not think they were previously an INVN client as they are not part of INVN's customer lists in INVN's November PR presentation. If Huawei is now a 6 axis sensor customer, that may be the major OEM the CEO was talking about.

    ALSO - At a Motion Tracking developers conference that INVN ran last July look at the attendees in the attachment below - note Huawei and some pretty substantial other names we have discussed in the lower left.:

    ALSO - I was told that the new 7 axis motion sensor consisting of an accelerator, gyro and pressure sensor is very significant for INVN. It is the first time all three have been packaged on 1 chip. Applications included navigation, health and fitness.

    Sentiment: Strong Buy

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