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Title : FT: 15% of Sony CIS Sales Go to Huawei
link : FT: 15% of Sony CIS Sales Go to Huawei

FT: 15% of Sony CIS Sales Go to Huawei

FT discusses the US ban on components sale to Huawei. As Panasonic and Toshiba halt shipping its chips to Huawei, the question arises about Sony image sensors. They are used in all Huawei flagship phones and are difficult to substitute.

When contacted, Sony executives declined to comment on that. Jefferies analyst Atul Goyal estimates that Sony image sensor sales to Huawei is about 15% of the company's total CIS production. Oppo and Vivo use Sony sensors too, so if Huawei loses its market share to them, it should not impact Sony much. However, if Samsung takes over Huawei's products, Sony sales might suffer.

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