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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?


To: Eric L who wrote (1543)6/20/2005 11:58:29 AM
From: Elroy  Respond to of 2955
 
Hi,

I remember all those NOK announcements, but I didn't think the phones were actually shipping until Q4 or so.

I would expect 2 megapixel to be <5% or so of image sensors shipped this year (just a guess). 1.3 megapixel will be the high volume, reasonable margin sweet spot.