Soitec : Feedback from roadshow: latest news
>Focus on Mobile Communications, medium-term roadmap, exposure to France - Last week, we were on a roadshow in Geneva with Steve Babureck (EVP Strategy & IR).Regarding the smartphone market (Mobile Communications division = 62% of sales), after two very tough years, volumes are expected to grow by around 3% in 2024 and 2025 (without including Gen IA, which could accelerate the renewal of the installed base). With content increasing by 7-10% a year (5G penetration...Soitec is a manufacturer of silicon and integrated circuits. Co. offers products based on Silicon-on-Insulator (SOI), which serves to support the manufacturing of more energy-efficient integrated circuits. Co.'s operations can be divided into three divisions: Electronics, Solar Energy and Lighting. The Electronics division manufactures and sells substrates and components intended for the microelectronics industry; the Solar Energy division manufactures and sells photovoltaic modules, designs and constructs turnkey projects, and operates photovoltaic power plants; and the Lighting division isolates resources to develop materials designed for the production of light emitting diodes.
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.
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