Samsung mentioned image sensor business improvement few times over its Q2 Earnings presentation:
"...sustained solid demand increase for AP and high-pixel image sensors for mobile devices, etc.
...Sales and profitability improved due to sales expansion of dual core AP and high-pixel BSI image sensor, etc.
...Market outlook: Demand for dual core AP, BSI image sensors, etc. to pick up, supported by strong demand for high-end mobile devices."
Not sure why, but the image sensor market given in Q1 Earnings presentation looked quite differently:
In Q1 Earnings release the company said: "Sales for the System LSI Division doubled to 2.32 trillion won on-year, on the back of rising demand for smartphone application processors and image sensors." The official Q2 Earnings PR is not published yet.
"...sustained solid demand increase for AP and high-pixel image sensors for mobile devices, etc.
...Sales and profitability improved due to sales expansion of dual core AP and high-pixel BSI image sensor, etc.
...Market outlook: Demand for dual core AP, BSI image sensors, etc. to pick up, supported by strong demand for high-end mobile devices."
Not sure why, but the image sensor market given in Q1 Earnings presentation looked quite differently:
In Q1 Earnings release the company said: "Sales for the System LSI Division doubled to 2.32 trillion won on-year, on the back of rising demand for smartphone application processors and image sensors." The official Q2 Earnings PR is not published yet.
