Sony says uncertainty in semiconductor business may cause serious loss of CMOS customers – Passionategeekz –

[CNMO Technology News]On June 13, it was reported that Sony was worried about the prospects of its semiconductor business.

According to reports, Sony said that uncertainty about the prospects of its semiconductor business has increased. Some analysts said that Sony reported that the business may face more uncertainty in the future. Mobile CMOS is an important area of ​​Sony Semiconductor’s revenue. Recent situations show that its major Chinese customers are shifting from 1-inch sensors to smaller sensors, which will lead to a decline in unit prices and a shrinking profit margin. In addition, domestic local sensor manufacturers are rising rapidly. CMOS manufacturers represented by Howie, mobile phone companies such as Huawei and Xiaomi have become closer in cooperation, and domestic sensors have also made significant progress and have been adopted by more and more Chinese smartphones.

On the other hand, Sony’s biggest customer, Apple, is considering turning to Samsung. It is reported that Apple, Sony’s most important semiconductor revenue source, is considering adopting Samsung’s CMOS sensors. If this rumor comes true, it will definitely not be good news for Sony’s semiconductor business.

Previously, according to Bloomberg, citing several relationship sources familiar with the details, Sony is planning to split its semiconductor subsidiary, Sony Semiconductor Solutions, and promote its independent IPO, which will help the group concentrate more resources in the entertainment field.

Related sources pointed out that Sony Semiconductor Solutions may go public within this year. A relationship person said Sony is considering using a method called “partial spin-off”, that is, after the spin-off, the parent company Sony will continue to hold part of the equity of the subsidiary.

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