Invensense MPU-6500 sales to be lower due to issues; less iphones to be serviced

The MPU-6500 is the company’s second generation 6-axis MotionTracking device for smartphones, tablets, wearable sensors , and other consumer markets. The MPU-6500, delivered in a 3x3x0.9mm QFN package, is the world’s smallest 6-axis MotionTracking device and incorporates the latest InvenSense design innovations for MEMS gyroscopes and accelerometers, enabling dramatically reduced chip size and power consumption, while at the same time improving performance and cost. The new MPU-6500 addresses the market requirements for high performance applications such as pedestrian navigation, context-aware advertising, and other location-based services, along with supporting the specifications for emerging wearable sensor applications such as remote health monitoring, sports and fitness tracking, and other consumer applications. The MPU-6500 MotionTracking device sets a new benchmark for 6-axis performance with nearly 60% lower power, a 45% smaller package, industry-leading consumer gyroscope performance, and major improvements in accelerometer noise, bias, and sensitivity.

The single-chip MPU-6500 integrates a 3-axis accelerometer, a 3-axis gyroscope, and an onboard Digital Motion Processor™ (DMP) in a small 3x3x0.9mm QFN package. The new 6-axis device is the world’s first motion sensor to operate at 1.8 volts and consumes only 6.1mW of power in full operating mode; it incorporates breakthrough gyroscope performance of only ±5dps zero-rate-output and 0.01dps/√Hz of noise; and delivers dramatically improved accelerometer specifications including a typical offset of only ±60mg, 250µg/√Hz of noise, and only 18µA of current in low-power mode.
The MPU-6500 software drivers are fully compliant with Google’s Android 4.1 Jelly Bean release, and support new low-power DMP capabilities that offload the host processor to reduce power consumption and simplify application development. The MPU-6500 includes MotionFusion and run-time calibration firmware enables consumer electronics manufacturers to commercialize cost effective motion-based functionality.

Rosenblatt Securities is changing its stance on from bullish to cautious, and says there's a risk of the company losing 50%-100% of its iPhone 6 sales due to technical issues.

Specifically, Rosenblatt says the problem is related to the "technical instability" of InvenSense's 6-axis MPU-6700 gyroscope/accelerometer, something that possibly affects how it interacts with some iPhone features.

Baird downgraded InvenSense last week, while reporting a major smartphone OEM could be switching to a dual-source strategy for gyroscopes and other components.

Pac Crest took the note to suggest Apple is using a Bosch accelerometer in the iPhone 6 to go with InvenSense's motion sensor. The firm downplayed the importance of the move, arguing Apple simply wants to lower power draw by including a standalone accelerometer.