Sony to Separate Image Sensor Business Next Year?

Sony Semiconductor Solutions Corporation announces its new management structure that looks like a preparation to spinning it off as a separate business entity starting April 1st next year:

• Terushi Shimizu - President and CEO
• Goh Asayama - In charge of Mobile business 1
• Satoshi Yoshihara - In charge of Mobile business 2
• Mitsuru Yamashita - In charge of Industrial business
• Hideki Somemiya - In charge of Solutions business
• Yoshihiro Yamaguchi - In charge of Manufacturing
• Keiichi Ohno - In charge of R&D
• Shinji Sashida - In charge of Sales
• Yasuhiro Kono - CFO
• Hitoshi Morise - In charge of Human Resources and General Affairs
• Yasuhiro Kono - Senior General Manager of Planning & Control Division

Sony Corporate Strategy Meeting does not say anything definite about semiconductor business separation:

Imaging & Sensing Solutions

• Due to the uncertain market environment, Sony is carefully reviewing its capital expenditure plans in this segment in relation to projected demand through the fiscal year ending March 31, 2022, but its goals of maintaining the global number one position in imaging and gaining the global number one position in sensing remain unchanged.
• Sony is also strengthening its focus on sensing solutions for mobile devices that "connect people to people," and automotive sensing solutions that "support people," which are expected to grow over the long term.
• Based on its belief that image sensors will be key devices in the AI era, Sony intends to leverage its world-leading stacked CMOS image sensor technology and provide AI sensing solutions that deliver new value across a broad range of applications.

Here is a couple of slides from the Strategy meeting: