SID 0034 Knowles (KN) - Part 1

Knowles Corp. has suffered mightily since its spinoff from Dover Corp. in early 2014, mostly from the disastrous acquisition of Sound Solutions. MEMS penetration of smartphones, currently around 1.7 globally compared to 4 per iPhone, can continue to rise, since this statistic is nearer to one mike per phone outside of Apple. GARP Research has published a major report on artificial intelligence earlier in 2017, part of which discusses advancements in speech recognition. Amazon's Echo / Dot makes use of AI, as do new clones of Alexa developed by Chinese companies like iFlytek. This multi-part podcast discusses many of these fascinating developments, including how the emergence of the internet of things could also positively impact MEMS microphones sales.