Iwatch von Apple - Top oder Flop ?

Hi Fans !

Erstmalig in meiner Börsenzeit wage ich mich an eine Technologieaktie ran ! Es geht um die latest computerrevolution "wearable computers" die noch unter Geheimhaltung entickelte Iwatch von Apple soll ende 2014 auf den Markt kommen und soll natürlich wieder alle Verkaufsrekorde brechen,Apple will 485 Millionen Stück pro Jahr verkaufen und man könnte tatsächlich ein Investment in apple selber mal wieder wagen,wenn man an den Erfolg glaubt,aber mit persönlich ist die Aktie zu teuer und deshlab habe ich mich an den chipsupplier der zukünftigen Iwatch und aller anderen wearable computers sowie der zukünftigen Raubkopierer der Iwatch herangewagt,es hat mich mehrere Nächte Arbeit gekostet (Google Map etc.) überhaupt herauszufinden,welche Company das ist,aber ich habe es geschafft:

InvenSense Inc (INVN)

Die Semiconductor Aktie hatte vor 2 Jahren ihr IPO und ist in 2013 bereits über 100% gestiegen,wird von sillicon Valley Insidern sowie Mötley Fool als die nächste Intel gehandelt,immerhin,also wollen wir ein Gamble wagen oder nicht,hm ?

MFG
Chali  

 

Summary (Seeking alpha)

   InvenSense has a solid and diversified client base, so it is not dependent on just Apple for growth.
   InvenSense is focusing on product development, and its new sensors are gaining traction in smartphones, tablets, and gaming.
   InvenSense is cheaper than the industry average on a forward P/E basis, and its earnings are expected to grow at a fast pace, making it a good buy.

Chipmaker InvenSense (INVN) is a leading provider of motion tracking sensor system on chips (SoCs) and sound solutions for consumer electronic devices. The company has been in the news of late, with rumors suggesting that Apple (AAPL) could be using InvenSense's sensors in the next iPhone. However, I think it would be a better idea to see if InvenSense is a solid buy without Apple, as basing investment decisions on rumors is not a good idea.
Solid without Apple

InvenSense has seen solid growth at its mobile customers, and is gaining traction in emerging markets, such as China. InvenSense witnessed tremendous growth in its smartphones and tablets segment last quarter, with 83% of the total revenue coming from this business. The company was successful in gaining market share in various flagship products, such as the Samsung Galaxy Note 3, Google's (GOOG, GOOGL) Nexus 5, and Amazon's (AMZN) Kindle Fire that are being powered by InvenSense's 6-axis motion tracking devices. Now, InvenSense's 2-axis OIS (optical image stabilization) Gyro platform for OIS-enabled smartphones, such as LG's G2 and Nexus 5 has also gained steam.
Products gaining traction

Most of InvenSense's customers are adopting its OIS system to improve camera quality for their products. Therefore, InvenSense expects strong traction from its motion tracking products going forward.

InvenSense has also received good demand for its MPU-6500, a 6-axis motion tracking product that is being adopted by the most of its customers that use the Android ecosystem. Driven by this product, it is seeing strong volume growth from its smartphone and tablet customers.

In addition, InvenSense has acquired the MEMS microphone business of Analog Devices (ADI), and this will help the company gain audio content in mobile and wearable devices. InvenSense considers audio as a strategically important sensor technology, thus, the acquisition of this business will strengthen its product portfolio and help it provide better quality service to customers across the world. Moreover, the acquisition will also create new opportunities for InvenSense in the automotive and industrial markets.

InvenSense has experience substantial improvements in the gaming segment as well, driven by its 6-axis motion tracking solutions and 2-axis optical image stabilization products. Volume in this segment is increasing due to demand in markets such as China. Most of its customers have been using DMP 2 motion applications configured by OEM software that provide them complete solutions for motion tracking with low power consumption.
Targeting more markets

InvenSense has also landed multiple customer design wins for its motion tracking system on chips in the gaming segment that will provide customers with rich plug-and-play motion tracking solutions by exploiting its digital motion processing algorithms. With this system, InvenSense expects its sales to gain momentum going forward.

The development of 6-axis and 9-axis solutions has helped InvenSense advance its footprint in the health and fitness sector. These solutions provide higher accuracy in activity monitoring and tracking in wearable devices. InvenSense has launched additional sensors, such as gyroscope and magnetometers to enhance activity tracking. InvenSense expects that the wearable device category that includes health and fitness applications, smartwatches, and immersive gaming will gain steam going forward, and increase its addressable market in the process.

InvenSense is also deploying turnkey wearable platforms for health and fitness that will substantially reduce the time-to-market for equipment and device manufacturers. This invention will accelerate growth in InvenSense's health and fitness segment, where it is continuously working toward building a strong ecosystem with developers, healthcare providers, sports retailers, and big data services.
What about Apple?

A design win at Apple will certainly enhance InvenSense's prospects. Rumors have been floating around that InvenSense could "offer drop-in replacements for the current gyroscope and accelerometer sensors in the iPhone." As written on The Motley Fool (via MacRumors) -

   "There's one additional socket that InvenSense could win on the iPhone -- an OIS gyroscope. The burgeoning technology is used to improve smartphone cameras by stabilizing the image using a gyroscope. Samsung neglected to use the technology in the Galaxy S5, but Apple may decide to integrate it into the iPhone 6. If it does, InvenSense is a clear choice."

So, there's no doubt that InvenSense could receive a big boost from Apple. But, as we saw, the company has a plethora of customers under its belt, and even if Apple is not there, it should continue doing well.

Fundamental view and conclusion

InvenSense looks expensive at its current levels, as the stock trades at a trailing P/E of 76. But, given the company's growth prospects, the valuation comes down to a more reasonable forward P/E of 26. Moreover, on a forward P/E basis, InvenSense is cheaper than the industry's average P/E of 33.60. The company's earnings are expected to grow at a solid pace going forward, so investors shouldn't mind paying a premium for InvenSense shares right now.

Analysts expect InvenSense's earnings to grow at a solid CAGR of 21.67% over the next five years, and only three of the twelve analysts that cover the stock have upgraded their earnings target in the last thirty days, according to Yahoo! Finance. This suggests that InvenSense's growth is not based on just Apple rumors, but a solid and diversified clientele.

MFG
Chali  

ich nehme das teil mal auf die watchlist....
wer ist ceo und wie kann man über ihn herziehen ?....lol...
solange bland, greenblum usw. nicht die finger im spiel haben....  

Hey !

Das soll hier kein Outlaw forum sein,im Moment gibt es ja noch gar keinen Anlass dazu ! Aber wer weiss,in zukunft .......  

...scheint wirklich interessant zu sein, vor allem mit dem Ausblick auf die Iwatch von Apple und den anderen Smartphone und Tablet Herstellern. Für mich kommt das Ding auf alle Fälle mit auf die Watchlist und die Aktie will uns auch gleich den Einstieg mit einem kräftigen Rabatt von Minus 14,7% versüßen :o)
Jetzt muss man erstmal herausbekommen, warum das Teil heute so kräftig in den Keller geht. Es wird ja wohl sicherlich einen Grund dafür geben. Gibt es wieder Entwarnung-News, dann bin ich wohl mit dabei!  

...
InvenSense Drops 14%: FYQ4 Revenue Beats, EPS Misses; Q1 Rev View Misses

By Tiernan Ray

Shares of sensor maker InvenSense (INVN) are down 49 cents, or 2.4%, at $20.10, after the company this afternoon reported fiscal Q4 revenue that slightly exceeded analysts’ estimates, and earnings per share that fell short of consensus, and forecast this quarter’s results lower as well.

Revenue in the three months ending in March rose almost 7%, year over year, to $59 million, yielding EPS of 7 cents.

Analysts had been modeling $57.4 million and 10 cents per share.

CEO Behrooz Abdi remarked that the company’s investments in the year are “now enabling us to make sizable market share gains in our core mobile market and to open up exciting businesses opportunities in emerging applications.”

Update: During the call, the company forecast revenue this quarter of $63 million to $66 million, with Samsung Electronics (005930KS) making up about “mid-30%” as a proportion of revenue, similar to past quarters. That is below analysts’ average estimate for $69.1 million this quarter.

EPS is seen in a range of 7 cents to 8 cents, well below the consensus for 16 cents per share.

For the full year, the company sees revenue rising by a range of 25% to 35%, which would be a little above the existing expectation for 29% revenue growth.

CFO Alan Krock remarked that this quarter, “we also have broader opportunities at new and existing mobile customers, some of which represent near-term market share gains, and others represent new inertial sensor, especially gyroscope attach rate opportunities.”

“We also expect new mobile market sensor application such as microphones and optical image stabilization to contribute to revenue growth, albeit with somewhat uncertain timing.”

Added Krock with respect to the full fiscal year, “This outlook opportunity includes incremental gyroscope-based market penetration and market share gains at high-end smartphone OEMs, generally consistent with prior years’ experience and it excludes the potential for accelerated growth in new market opportunities discussed such as audio, optical image stabilization, and consumer-electronics wearable devices.”

Shares have deepened their decline, now down $2.79, or almost 14%, at $17.80.




http://blogs.barrons.com/techtraderdaily/2014/05/...rons&ru=yahoo



 

Gestern kamen nachbörslich Zahlen,Umsatz gesteigert,Gewinn geschmälert,also ich kann bereits Entwarnung geben .......  

...gestern von 21,54 $ auf 20,59 $. Nachbörslich brach er weiter ein auf 17,50 $ und hat damit ein Minus von 15% eingefahren.  

Aber das ist nicht ungewöhnlich bei solch volitilen Technik Buden und (persönliche Einschätzung) ein wenig überzogen. Immerhin darf man nicht vergessen, dass Invensense auf seinem Gebiet das Maß der Dinge ist und allen aus Innovationssicht einen gewissen inneren Wert besitzt, der die Aktie unheimlich interessant macht. Und da die ein reletiv schmalbandiges Produkt Portfolio haben, sind sie auch immer Kandidat für eine Übernahme (wer weiß?).
Ich ärgere mich, dass ich ein bisschen zu früh gekauft habe, aber als langfrist Anleger war das jetzt bloß eine stärkere Kurs Bewegung von vielen.  

...ja, die Marktchancen scheinen recht gut zu sein und eine zu erwartende Umsatzsteigerung zwischen 25 und 35% ist ja auch nicht übel. Aber wahrscheinlich war das schon im Kurs mit eingerechnet und die Erwartungen für das Q1 sind rückläufig. Also mal schaun...  

http://www.fool.com/investing/general/2014/05/05/...nings-report.aspx  

 

Are Investors Ignoring InvenSense's Potential?

By Harsh Chauhan | More Articles | Save For Later
May 7, 2014 | Comments (1)

For investors, Wall Street's short-sighted nature can be a blessing in disguise. Motion chip specialist InvenSense (NYSE: INVN  ) was beaten down last week after the company missed earnings estimates for the fourth quarter as it decided to ramp up research and development initiatives. InvenSense reported earnings of just $0.07 per share, while analysts were expecting $0.10.

InvenSense is going all out to tap opportunities across several end-markets such as mobile and wearable devices. As such, the company increased R&D spending to bolster product development. However, analysts were not impressed, as they saw short-term gains instead of long-term prospects. Since InvenSense could be a key beneficiary of Google's (NASDAQ: GOOG  ) Project Ara, and it could land a spot in Apple's (NASDAQ: AAPL  ) iDevices, the recent drop has opened a window of opportunity for investors to buy more shares.

Ruling the Android universe
InvenSense is known for its motion-tracking sensors and has managed to create a solid position for itself in the Android universe. Samsung's (NASDAQOTH: SSNLF  ) Galaxy Note 3 and Galaxy S5, Google's Nexus 5, and Amazon's Kindle Fire all contain InvenSense chips.

Analysts at Baird are of the opinion that InvenSense is selling a larger number of gyroscopes to Samsung for the latest flagship than originally expected. Coupled with the fact that the Galaxy S5 is selling at a faster pace than its predecessor, there's is a good chance that InvenSense could see more orders from the South Korean giant going forward. Also, Samsung expects to sell approximately 126 million high-end phones this year. Since InvenSense's products are inside Samsung's high-end phones, the company's growth should pick up going forward.

Project Ara -- A big catalyst
The big news is Google's Project Ara. Google is working to create modular smartphones that will be designed exclusively according to customers' needs. This is a very ambitious project, as described on the Project Ara website:

   The smartphone is one of the most empowering and intimate objects in our lives. Yet most of us have little say in how the device is made, what it does, and how it looks. And 5 billion of us don't have one. What if you could make thoughtful choices about exactly what your phone does, and use it as a creative canvas to tell your own story? Introducing Project Ara. Designed exclusively for 6 billion people.

Reports suggest that the Project Ara smartphones will cost just $50, and the technology giant will deploy kiosks for feature additions after the device is purchased. The modular smartphone will be 3D-printed, allowing for a high level of customization by users. Moreover, considering that low-cost phones are in great demand in emerging markets, this ambitious move by Google can improve growth in smartphones going forward.

InvenSense is deeply embedded in flagship Android devices. It has also partnered with Google on the Nexus platform, so it's likely that it could become a key partner in Project Ara.

Apple might be another reason to invest
There's been a lot of buzz on the Street that InvenSense is going to be a potential winner in the next iPhone. As reported by The Motley Fool's Adam Levy in March, it won't be a surprise if Apple switches suppliers and taps InvenSense for the accelerometer and the gyroscope. Levy goes on to state that Apple could place 90 million iPhone orders this year. Considering this huge number, Cupertino could diversify its suppliers in order to avoid supply constraints.

On the other hand, there's the rumor of InvenSense supplying chips for an Apple smart watch. According to R. W. Baird, Apple could launch a smart watch in the second half of this year and ship between 5 million-6 million units. Since InvenSense is well-positioned in this market, it might land a spot in this device. In fact, InvenSense is already supplying chips for Samsung's wearables, such as the Gear 2 and the Gear Fit.

Earlier this year, at the Mobile World Congress, InvenSense announced a seven-axis MEMS motion tracking platform. The ICM-20728, as the chip is known, has a three-axis gyroscope, three-axis accelerometer, and a pressure sensor on a single chip, along with a digital motion processor. This chip allows motion tracking with absolute and relative altitude changes for navigation, health, and fitness applications, as reported by SlashGear. According to InvenSense, this chip is the first of its kind, wherein all information is available on a single platform.

This chip is intended for wearable devices such as smart watches and fitness bands. Additional features such as its self-calibrating nature and altimeter to enable indoor and outdoor 3-D navigation further strengthen InvenSense's chances of adding Apple to its client list.

Final words
InvenSense has two big opportunities -- Google's Project Ara and Apple's next round of devices. The company did the right thing by investing in product development. Driven by a strong product portfolio and big clients, InvenSense can hit new highs going forward, so the stock's recent drop is an opportunity you shouldn't miss.

MFG
Chali  

http://www.fool.com/investing/general/2014/06/01/...orldwide-dev.aspx

Hier könnte es morgen nun hoch gehen, allerdings auch wieder runter wenn keine iwatch kommt ;-)  

InvenSense To Acquire Movea, A Leading Provider Of Ultra-Low Power
Motion And Data Fusion Software Platforms And Trusted Positioning, Inc.,
A Leader In Indoor/Outdoor Location Technology

Acquisition Secures Two Leading Sensor-Based Navigation Solutions,
And Broadens Sensor Software and Algorithm Technology Portfolio

SAN JOSE, California, July 7, 2014 - InvenSense, Inc. (INVN), the leading provider of intelligent sensor solutions, announced that it has signed a definitive agreement to acquire Movea, a privately-held company that is a leading provider of software for ultra-low power location, activity tracking and context sensing. Movea`s products, technology and IP cover a broad range of signal processing and data fusion technology applied to consumer mobile (smartphones and tablets), TV interaction and wearable sports & fitness applications. Movea`s world class team is dedicated to context analysis using both motion and audio sensors to determine, for example, a person`s state/activity, their energy expenditure, their location, and an athlete`s speed and cadence. Movea`s algorithm and software framework expertise is expected to further scale InvenSense`s leadership in motion software and accelerate InvenSense`s `AlwaysOn` low-power solutions for mobile and the Internet of Things.

InvenSense has also signed a definitive agreement to acquire Trusted Positioning Inc. (TPI), a privately-held indoor/outdoor positioning software company with the vision to provide `Positioning Everywhere`. TPI`s location tracking technology improves accuracy both indoors and outside by augmenting GNSS and Wi-Fi based location infrastructure. Using inertial sensors such as accelerometers, gyroscopes, magnetometers, and pressure sensors in mobile and wearable devices, TPI`s software platform provides continuous and accurate positioning and also solves the difficult problem of alignment between the user and the mobile device. The TPI platform provides complete inertial navigation software solutions for a variety of industries including smartphones, tablets, wearables, in-vehicle navigation, personnel tracking, and machine guidance and control.

"With the addition of Movea and TPI, InvenSense achieves a significant milestone as it transitions to a leading provider of intelligent sensor System on Chips (SoC) for the fast growing mobile market. `AlwaysOn` location and activity tracking are essential to enabling contextually-aware products and services," said Behrooz Abdi, President and Chief Executive Officer, InvenSense, Inc. "The tight integration of our low-power, high performance, motion and sound sensors, along with TPI`s advanced location tracking software and Movea`s data fusion algorithms will position us to deliver on this `AlwaysOn` promise.  We`re excited to welcome these two top tier organizations into our world class MEMS, SoC and software R&D team as we continue to deliver innovative and highly differentiated products to our customers and eco-system partners."

Movea`s Chief Executive Officer, Sam Guilaumé, said, "the combination of Movea`s strong product and patent portfolios with InvenSense`s industry leading motion and sound SoC solutions will bring value to customers by reducing risk, cost and time-to-market as they deliver compelling new features that differentiate their products and deliver more end-user value."

"InvenSense shares our passion for `Positioning Everywhere` and they have been a strong supporter of the Trusted Positioning team, technology and vision," said Chris Goodall, Trusted Positioning`s Chief Executive Officer. "We are pleased to be joining the InvenSense family with the goal of making indoor/outdoor positioning ubiquitous.  Together with InvenSense we will now have the required resources and investment to mainstream this disruptive technology. We are excited to embark on the next chapter of `Positioning Everywhere` with InvenSense."

In connection with the acquisition of both companies, InvenSense expects to pay approximately $81 million, net of cash assumed, to acquire all of the outstanding shares of capital stock and other equity rights of Movea and Trusted Positioning Inc. The purchase price will be paid with $6M of InvenSense common stock and the remainder in cash, except that portion attributable to unvested employee stock options will be paid in stock options exercisable for shares of InvenSense`s common stock. A portion of the cash consideration payable to the stockholders will be placed into escrow pursuant to the terms of the acquisition agreement. The estimated financial impact of the acquisitions upon the future operating results of InvenSense, Inc., which is not expected to be significant, will be discussed during the next regularly scheduled quarterly investors analyst conference call currently planned for July 29, 2014. The boards of directors of InvenSense and the two companies have approved the mergers. The transactions are expected to close by the end of InvenSense`s second quarter, September 30, 2014 and remains subject to the satisfaction of regulatory requirements and other customary closing conditions.

MFG
Chali  

heute, ganz ohne Grund? Oder sind alle auf einmal im Kaufrausch weil die Firma ankündigt am 29.7. ihre Quartalszahlen zu veröffentlichen? :-)  

 

fool

http://www.fool.com/investing/2016/12/09/...uisition-speculation.aspx