Sony and TSMC will invest $6.4 billion in a joint venture for sensors in Japan
A new Sony-TSMC sensor joint venture in Japan would add semiconductor sensor capacity and expand supply.
Source →The trace
How it reaches your house.
Starting from Sony Semiconductor Solutions, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
CMOS Image Sensor →supply upCameras & photo equipment is a critical downstream user of CMOS image sensors, so added sensor capacity should make that good more available.
96% confidenceCMOS Image Sensor →supply upJapan already supplies 50% of CMOS image sensors on this graph, and the new JV is being built there, so Japan-origin sensor supply should rise.
95% confidenceCMOS Image Sensor (Camera Module) →supply upCMOS image sensors are a critical input for smartphones and tablets, so new capacity should ease a major component bottleneck and make finished devices easier to produce.
Hop 2
Cameras & photo equipment →supply upCMOS image sensors are a critical, high-dependency input to cameras, so a new Sony-TSMC sensor JV that expands sensor capacity should directly improve input availability for cameras & photo equipment.
94% confidenceSmartphones and tablets →Stands to benefitApplication Processor / SoC (A-series, Snapdragon)
If added sensor capacity lets more smartphones and tablets ship, demand for application processors rises because they are a critical input.
67% confidenceSmartphones and tablets →Stands to benefitHop 3
Application Processor / SoC (A-series, Snapdragon) →supply upApplication processors are a critical input to smartphones and tablets, so more SoC availability should translate into higher handset/tablet supply almost one-for-one.
91% confidenceLithium-Ion Battery Cells →Stands to benefitChina captures about 85% of lithium-ion battery-cell supply, so most incremental demand would accrue to Chinese producers.
68% confidenceOLED / AMOLED Display Panel →Stands to benefitSouth Korea hosts the dominant share of OLED panel supply, so stronger panel demand should benefit its display manufacturing base.
Where it lands
What you buy, and what you own.
Goods you buy
Cameras & photo equipment · Smartphones and tablets
Companies you may own
Sony Semiconductor SolutionsATL (Amperex Technology Limited)Qualcomm TechnologiesSamsung DisplayMediaTek Inc.300750.SZSamsung SDI Co., Ltd.LG DisplayApple Inc.BOE Technology GroupSunwoda Electronic Co., Ltd.005930.KSSWKSHXSCLQRVOMUAVGOKioxia Holdings6981.TSSNLF
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