Posted by value88 > 2018-04-27 17:20 | Report Abuse

If sensor market is going to have tremendous growth rate as u found out above, why not invest into Globetronics which produces the sensors for AMS/Heptagon ? Isn't Globetronics can benefit directly and more from the growing sensor market ?

Posted by YiStock > 2018-04-27 19:53 | Report Abuse

penta is supplying equipment to ams/heptagon. I believe also supply to gtronic. While equipment supply is less sensitive to end product demand cycle, therefore current slow demand on sensor will affect gtronic more in short term. Penta will less like affected and should continue to supply equipmenet based on order. Obviously AMS need to quickly ramp up production to standby for 2H.

Posted by Abismail > 2018-04-27 20:00 | Report Abuse

https://www.bloomberg.com/news/articles/2018-04-24/apple-supplier-ams-s-outlook-spurs-fears-of-weak-iphone-x-demand

penta customer

Posted by YiStock > 2018-05-02 12:39 | Report Abuse

https://appleinsider.com/articles/18/02/14/rear-facing-3d-sensing-technology-possibly-slated-for-fall-2019-iphone-allowing-apple-to-press-ar-advantage