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We are having to apologize to customers because we just can't make enough.

6 Comments

Terushi Shimizu, head of Sony Corp's semiconductor unit. Sony is working around the clock to manufacture its in-demand image sensors used in mobile phone cameras but even a 24-hour operation, including running its chip factories right through the New Year holidays, hasn't been enough.

© Bloomberg

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hire more people. expand the operation...

-2 ( +2 / -4 )

Maybe you should do some research before saying statements like this. First expanding is a risk and risk assessment and other research has to be taken it is not that easy to expand

Secondly, Sonyis already doubling the investment and building a new facility near Nagasaki which will be operational in 2021.

-2 ( +2 / -4 )

This sounds good, but there won't be that much money in making components. The money will be in making the complete phones, something Sony (as a group) increasingly won't be doing.

0 ( +0 / -0 )

First expanding is a risk and risk assessment and other research has to be taken it is not that easy to expand

> Secondly, Sonyis already doubling the investment and building a new facility near Nagasaki which will be operational in 2021.

You are contradicting yourself here. Perhaps it is YOU who needs to do more research.

1 ( +1 / -0 )

The Sony IMX 586 is the gold standard of 48MP CMOS and provides primary imaging for practically all current handsets in the premium- to flagship range. At a unit price of $26, Sony has to move a million units in order to gross $26 million, which does not come anywhere close to justifying the cost of a new fab.

While they try to scavenge additional production capacity, Sony is simultaneously ramping up production of the new IMX 686 CMOS, a 64MP sensor that will a higher price and return a fatter margin.

It makes far more sense for Sony to transition customer demand to a more premium product than to commit to an expenditure that will never be amortised by a sunsetting product.

0 ( +0 / -0 )

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