Analysis on the July announcement of the acquisition of Capella Microsystems Inc by Vishay Intertechnology, Inc., follows from Marwan Boustany, Senior Analyst for MEMS and Sensors at IHS Technology.
Contact: Marwan.Boustany@ihs.com | +44 2085447885; Jeremie.firstname.lastname@example.org | +49 89 89 526 9131 | email@example.com
Vishay, a large manufacturer of semiconductors (including optoelectronic components), have been trying to enter the consumer light sensor segment for the last 4-5 years, but have made little progress so far. They have had some unit volume for light sensors into automotive, industrial, lighting and some other niche applications. Strong competition in the consumer space has been a barrier that the Capella acquisition is designed to remedy.
Capella was in the top 3 light sensor suppliers in 2012, but due to having only about 60 employees it focused its efforts on a smaller set of customers and failed to properly capitalise on the Chinese market. Revenue went down in 2013 to $62 million after fast annual growth of more than 50% in the previous 2 years; this is linked directly to Capella’s dependence on Samsung for a substantial portion of its revenue. Capella had its combo RGB-Proximity-infrared emitter in the Galaxy S3, just the RGB sensor in the Galaxy S4 and then nothing in the Galaxy S5.
Refer to IHS upcoming Light Sensor Report - 2014.
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