Rosenblatt: InvenSense May Have Won Designs In Upcoming Apple Products

In a note released Thursday morning, Rosenblatt analyst Brian Blair said it's likely InvenSense INVN has won designs for Apple's AAPL iPhone 6, iWatch and refreshes of the iPad and iPad mini.

Blair said the addition of Apple as a first-time customer would give a "meaningful lift" to InvenSense's revenue in the second half of 2015.