Should we be worried about SOE being sold?

[joeorc]

torok said:

Kerotan said:

Pretty much hit the nail on the head.  If Sony is investing almost a billion into those sensors they must have those lucrative contracts nailed down for the foreseeable future. 

Maybe they don't even have a new contract, but Apple's iDevices sales are rising year after year as the market grows. They need to have the production capacity to attend the demand or Apple will find another company to do it.

Find another company to do it?

Pardon me..LMAO, you do know out of all the companies of the world doing these CMOS sensors Sony is the largest by far with that level of optical sensors hell even Samsung use Sony CMOS sensor's there is a reason, in under 5 years Sony spent 2 billion increasing to the level they have , and its very expensive and lots of R&D costs in Time and Money, which many companies has not expaned like this for fab plant for this.

 

Yes other companies could in fact invest, but you are talking about a lot of time and still Sony will keep advancing further along while you are trying to catch up doing it.

Ever wonder why Sony was first to release a blu-ray optical drive for consumer use in 2003 before any other company was able to do so, because Sony was investing into Blu-Ray  required diodes back in 1997, well before most of the other companies was even starting to develop the next evolution of the optical drive for HD content to expand over DVD.