Kodak Talks about Design Wins

Seeking Alpha Kodak earnings call transcript contains image sensor status update:

Shannon Cross - Cross Research

Can you give us an update on your CMOS business? I didn’t see much discussion on it within the MD&A. I may have missed it, but anything you can give.

Antonio M. Perez - CEO

We made a few announcements about the processing -- you know, the progress we are making in technology. I think we make some public announcement about low-light capabilities which are fundamental. One of the objectives of our CMOS team is to make sure that eventually, we come with cameras that don’t need a flash, which as you know is one of the negating elements of a good digital camera and it causes a lot of trouble for color management and many other things, battery power and all of that. So we made a lot of progress there.

We are working -- I think we said that we are working the large, volume product that you are going to see is going to be in a cell phone, and this is a project that we are working intensely with a leader in the industry, Motorola, and we will -- you will see the effect of that.

And then the other one is in the fourth quarter, you are going to see, we just introduced it about a month ago, one of our digital cameras at very low-end that has one of our CMOS sensors.

Again, this is a long cycle business. We have our plans there for volumes but the two places where you can see the CMOS business come into relative volumes is in our low-end digital camera and in the first and second Motorola phones. That’s what you are going to see. We are working on other deals but those are things that you are going to see soon.