Seeking Alpha published a transcript of Micron quarterly results conference call. Micron says that it's taking market share at the high end, evidenced with 5% quarter-over-quarter increase in sensor revenues despite a moderate decrease in unit shipment. Also Micron sees unforecasted "positive movements" in the low-end, which is VGA and 1.3MP.
In May quarter the Image Sensor business lost money on an operating basis. The situation in the most recent quarter will be reported in K form later.
Imaging business has been down, so no more DRAM capacity is converting to image sensors now. If the situation improves, the conversion process would start again.
On imaging business spin-off side Micron says that it's still exploring the alternatives. In any scenario, Micron intends to continue to manufacture sensors at the silicon level, so spin-off would not include fabs.
Regarding the sensors transition to 300mm wafers Micron responds that it would come eventually but not in the nearest two, maybe three years.
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