Samsung Foundry Reports CIS Sales Growth

Samsung Q2 2019 report has an interesting part that the company's CIS foundry business is growing. Also, Samsung high resolution smartphone sensors and large pixel sensors show the growth:

SeekingAlpha earnings call transcript gives few more details:

"In the second quarter, as Chinese smartphone continues to intensify the competition for the camera spec, demand for multiple cameras and higher resolution, big-pixel, image sensors increased more, and we have achieved solid results.

Noticeably, demand for high value-added products is also expected to continue to increase because customers still want to differentiate product by adopting the products such as 64 megapixel image sensors and EUV 7-nano, APs, et cetera.

Looking ahead, we plan to expand our lineup of our 5G chipset solutions and image sensors to address demand for the high specs in the smartphone market and we will also expand our mid to long-term business scope by diversifying our product offerings through the development of the 3D and FoD sensors and automotive IoT chips.

...in terms of revenue of our entire System LSI business, image sensors account for about one-third."