"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%.
"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."
ReplyDeleteSo, 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.