Analysts are seeing signs that Apple might be dropping supplier Dialog Semiconductor. Bankhaus Lampe argued that Apple was working on its own battery-saving chip for the iPhone that could replace Dialog’s power management integrated circuits (PMIC) as early as 2019.

Bankhaus Lampe cited unnamed industry sources as saying that Apple was setting up power management design centres both in Munich and California and said Apple already had around 80 engineers working on a power management chip of its own.

Speculation comes after the news of Apple dropping Imagination Tech in favour of making their chips in house. This has caused many related companies in the supply chains to be feeling a little shaky.

News of Apple pulling out has greatly affected shares of relevant businesses, with Imagination Tech seeing a 70% drop. The analysis on Dialog isn’t doing much of a favour to the semiconductor company, seeing as over 70% of Dialog’s 2016 sales belong to Apple. The German company says it is the world’s top maker of power management chips used in smartphones with roughly 20 percent of the market.

“In our view, there is strong evidence that Apple is developing its own PMIC and intends to replace the chip made by Dialog at least in part,” Bankhaus Lampe analyst Karsten Iltgen said, referring to power management chips.

According to Reuters, while sources are split – with one quoted that Apple was recruiting top Dialog engineers in Munich; another thinks it’s overreaction, as “Apple would need to hire more than 1,000 engineers to completely replace the power management chips supplied by Dialog.” According to that source, Dialog has completed designs for chips that Apple plans to use in 2017 and 2018 iPhone models while it continues to discuss with Apple using its parts in 2019 phones.

Apple has outsourced production of its hardware products to an extended network of suppliers, large and small, while it has moved over the past decade to design its own central processors and added functions like fingerprint recognition since then.

Over the past dozen years, Apple suppliers CSR, PortalPlayer, Sigmatel and Wolfson have been replaced, pushing them eventually to merge with more diversified players.

Other chip suppliers for the current iPhone 7 include, but are not limited to, Cirrus Logic, NXP, Qualcomm, Skyworks, STMicroelectronics, according to an analysis by TechInsights in September.