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SID 0034 Knowles (KN) - Part 1

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Manage episode 186627566 series 108529
Content provided by William W Baker, Bill Baker, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William W Baker, Bill Baker, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

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39 episodes

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SID 0034 Knowles (KN) - Part 1

Stocks-in-Depth

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Manage episode 186627566 series 108529
Content provided by William W Baker, Bill Baker, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William W Baker, Bill Baker, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

39 episodes

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