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(AWP) With double-digit sales on Tuesday, AMS shares are by far the biggest losers among top Swiss stocks. Already at the beginning of the week they closed as one of the biggest losers.
In the afternoon, the discount is around 14%. At times, the papers had been pushed below the 20 franc mark. The dealers point to two reports, both of which raise questions about the sensor manufacturer’s customers.
Bankhaus Lampe posted a critical comment. Consequently, experts examined Apple’s Asian supply chain and found that Apple (AAPL 124.04 + 0.23%) an alternative provider to AMS (AMS 20.35 -12.81%) on the face ID sensor. We know that Apple currently prefers a lens solution that is simpler and cheaper than AMS’s wafer-level optics. Surprisingly, Apple plans to switch to the iPhone in the second half of 2021. “This would be a huge blow to AMS. We see sales of around $ 200 million in 2021 and even more than $ 400 million at risk for the next few years, ”the experts conclude.
Additionally, industry service Digitimes reports that a trend can be observed among smartphone manufacturers that tends to be negative for AMS. Consistent with this, Android phone makers are likely to replace the cheaper indirect iToF lidar sensors (in the rear cameras) with the direct time of flight (dToF) technology used by Apple. “AMS currently sells iToF products on Samsung’s high-end smartphones (SMSN 1’651.00 -2.25%), but he is not yet involved in the dToF solutions that Apple currently uses, ”said the stockbroker.
