Slide 11 of Sony Q2 FY2012 earnings presentation says that "sales of ... image sensors are expected to be lower than previously anticipated, segment sales are expected to be lower than the August forecast". No reason for the forecast reduction is given.
Seeking Alpha earnings call transcript quotes Yoshinori Hashitani, Sony VP Investor Relations, saying that last quarter "sales of the image sensors increased because of strong demand of smartphones and other products".
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