Tuesday, November 06, 2012

More Market Views from Yole

As materials from Yole Developpement report "Status of the CMOS Image Sensors Industry" continue to trickle down, one more statement caught my attention:

"As volumes increase, a clear duality appears between companies that have adopted a growth strategy by focusing on low-end markets and those opting for a specialization in high-end and higher margin markets to maintain profitability such as STMicro and Aptina."


Regarding the hidden Y-axis scale, one can estimate it from the previously published data here.

P.S. Galaxycore's CAGR looks like much bigger than the stated 16%.

1 comment:

  1. "As volumes increase, a clear duality appears between companies that have adopted a growth strategy by focusing on low-end markets and those opting for a specialization in high-end and higher margin markets to maintain profitability such as STMicro and Aptina."

    So, although almost all the growth in the market was snagged by the 4 companies on the left, the ones on the right were the ones "maintaining profitability"? That seems like an implausible takeaway here, other than maybe with Canon.

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