Seeking Alpha: Teradyne Q1 2010 Earnings call has few words about image sensor tester sales still being slow. Basically, Teradyne does not believe it loses market share on sensor testers market. Rather, it says that the market has not recovered yet.
from recovery and production expansion, there is a difference ... The equipement makers will see their business going up only when there is a production expansion. it's normal.
Maybe data from Applied Materials will be more pertinent.
Other semiconductor sectors order almost twice more test equipment, quarter over quarter, while image sensor equipment orders are "subdued". To me this says that semiconductors as a whole are in better shape than image sensors.
If you look at the development difficulties in CMOS sensors and the lower and lower price in the main application market. It's quite predictable ... The playground is too monotone for CIS today.
There's a rather predictable disruption (caveat: potential disruption) looming in the not-too-distant future. Of course, if you are not expecting it, it will seem unpredictable.
I'd write more, but I'm on deck to drive my wife, mother-in-law, and son to my daughter's half-birthday celebration at pre-school. He'll be reading a first-grade book to the three-year-old set.
from recovery and production expansion, there is a difference ... The equipement makers will see their business going up only when there is a production expansion. it's normal.
ReplyDeleteMaybe data from Applied Materials will be more pertinent.
Other semiconductor sectors order almost twice more test equipment, quarter over quarter, while image sensor equipment orders are "subdued". To me this says that semiconductors as a whole are in better shape than image sensors.
ReplyDeletenot everyone is buying from Teradyne .....
ReplyDeleteIf you look at the development difficulties in CMOS sensors and the lower and lower price in the main application market. It's quite predictable ... The playground is too monotone for CIS today.
ReplyDeleteThere's a rather predictable disruption (caveat: potential disruption) looming in the not-too-distant future. Of course, if you are not expecting it, it will seem unpredictable.
ReplyDeleteI'd write more, but I'm on deck to drive my wife, mother-in-law, and son to my daughter's half-birthday celebration at pre-school. He'll be reading a first-grade book to the three-year-old set.
Let's not get in the way of that very important family event.
ReplyDelete