Camera: Samsung Increases CIS Capacity and Aims to Lead Automotive CIS

Considering the CMOS image sensor (CIS) conversion from old DRAM at Samsung by 30–50k wpm capacity, real capex will show a slight YoY decline even in 2021 if there is no additional capex implementation during 2H21. UBS assumes DRAM capacity will show around 4% YoY growth in 4Q21. Overall, DRAM makers’ capex policies still look to be conservative and capital intensity of…