Report
Stephane Houri

AMS AG : Ams being dropped for Face ID (if it is confirmed) would be bad news, but the exposure to Apple at ams is much lower than at Dialog!

>ams suffered a sell-off yesterday on ‘market information’ that Apple could be testing solutions other than that of ams for face ID - ams’ share price was down 15% yesterday on ‘market information’ indicating that on the basis of ‘verifications in the Asian chain of suppliers for Apple’, Apple could be testing an alternative supplier for the ‘dot projector’, the emission portion of the face ID system for the iPhone or the iPad. This information could suggest that Appl...
Underlying
Ams AG

AMS provides advanced sensor and analog solutions for high value and emerging markets. Co.'s markets include Consumer and Communications and Industrial, Medical, Automotive. Co. delivers a broad range of innovative technology solutions for consumer electronics and communication device manufacturers including intelligent light sensors, MEMS microphone ICs, NFC solutions, active noise-cancelling ICs and ultra-low power management solutions. Co. offers customized, application-specific integrated circuits and standard solutions for a broad range of industrial applications including automation and control, position sensors, building automation, security and high-resolution seismic analysis.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

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