Several Apple (AAPL) suppliers fell Tuesday after analysts at Bankhaus Lampe argued that the company could move to an in-house power chip, likely adding to worries of Apple shifting away from third-party vendors after a similar occurrence last week.

ANALYST WARNS DIALOG MAY LOSE CONTRACT: Bankhaus Lampe cut its rating on Dialog Semiconductor (DLGNF) to Sell on Tuesday, according to media reports. The research firm said the British chipmaker risks losing its power management contract with Apple as the iPhone maker works to develop an in-house chip as soon as 2019. Dialog shares plunged double-digits after Bankhaus' report, driving the company to issue a statement that it "knows of no business reason for this movement and confirms that it remains comfortable with its guidance for Q1 and in its prospects for the year. The company notes the level of visibility into the design cycle of its leading customers remains unchanged and the business relationships are in line with the normal course of business."

PREVIOUS SUPPLIER SCARE: On April 3, Imagination Technologies said Apple warned it would no longer use the company's intellectual property "in its new products in 15 months to two years time." Imagination added, "Apple has used Imagination's technology and intellectual property for many years. It has formed the basis of Graphics Processor Units in Apple's phones, tablets, iPods, TVs and watches. Apple has asserted that it has been working on a separate, independent graphics design in order to control its products."

PRICE ACTION: Pink-sheet shares of Dialog Semiconductor are down 15.9% to $43.35 in afternoon trading. Among other Apple suppliers, Skyworks (SWKS), STMicroelectronics (STM) and Broadcom (AVGO) are down 1.4%, 2.6% and 0.3%, respectively. Meanwhile, Qorvo (QRVO), Cirrus Logic (CRUS) and Analog Devices (ADI) are lower by about 1%, 3% and 1.7%.