Should we be worried about SOE being sold?

[joeorc]

torok said:

joeorc said:

Cruise speed? Do you see other companies spending that kind of cash to increase that fabric production level, let alone overcome the yield problems that come along with it, never mind the 3 to 6 times the investment costs to establish the production silicon as a 3D stacked TSV ?

This is not what many think you can just dump a ton of money in and boom you catch up. It takes many years of development and a hell of a lot of engineers to boot.

Its not crguise control that's for sure in my opinion..its not just production capacity but also method of production and the time it took to develop such methods.

Calm down and read what I wrote, man. They would be in cruise speed IF they weren't ramping up production. They are increasing their capacity because they know they will need it. They are doing the right thing.

My point is, if Apple said "we need 50M sensors thie years" and Sony answered "Sorry, we can give you just 35M", do you think Apple would just sell 15M less sensors and be OK with that? Sony wants to be sure that if Apple asks 50M and ends up needing 60M, they will provide everyone on schedule. You don't expend 1B on something if you aren't needing it.

It's not like "boom" someone catches up with them. But not investing now would create an opening. In the 90s they left an opening in the electronics market for Samsung and LG. It started with a tiny opening and now Sony has all these financial problems because of that. So about CMOS, they aren't willing to let any opening and are putting their money there to make sure it won't happen.

While I get what you are saying , my point was there is an opening anytime any company wants to jump in. The problem is 3D stacked TSV is not something you can just jump right into..so to speak, the problem is you need these type of chips because consumer's want the thin phones and tablets and its rare you see a brick of a phone being the major.

I think if what you stated was Apple would go somewhere else if Sony could not provide it, where would they in fact go?

Take a look at this:

http://www.analog-eetimes.com/en/european-3d-tsv-summit-to-add-business-focus.html?cmp_id=7&news_id=222906726

After decades of development its just now getting to this point!

Not just in one component all, and not every company can do it all that's why if you notice where each company went. Its not that Apple could go somewhere else, it is that they would not go anywhere else, because of the design of these sensor's are the kind they need, so unless another company has had the decades of building this type of method of production they cannot go anywhere else.

The point of it is, Apple needs this just as much as Sony needs to sell it to applel It really has nothing to do with keeping comp. Out because there is no other company that has designed their image cmos sensors that fits Apple's requirements.

But if Sony could not keep up production Apple would not be happy along with Samsung, so on that point you are correct Sony wants to keep up with as much demand as they can. But due to the complexity of the chip its not always going to net the highest yields all the time..lol