Q2 2022 Soitec SA Corporate Sales Call Transcript - Thomson StreetEvents

Q2 2022 Soitec SA Corporate Sales Call Transcript

Q2 2022 Soitec SA Corporate Sales Call Transcript - Thomson StreetEvents
Q2 2022 Soitec SA Corporate Sales Call Transcript
Published Oct 21, 2021
12 pages (7027 words) — Published Oct 21, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of SOIT.PA sales update conference call or presentation 21-Oct-21 6:00am GMT

  
Brief Excerpt:

...Operator Hello, and welcome to the Soitec Second Quarter of Fiscal Year '22 Sales Conference Call. My name is Val, and I will be your coordinator for today's event. Please note, this conference is being recorded. (Operator Instructions) I will now hand you over to your host, Paul Boudre, Chief Executive Officer of Soitec to begin today's conference. Thank you. Paul Boudre ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Soitec SA
Ticker
SOIT.PA
Time
6:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division - Analyst : First question, have you changed your main assumptions regarding volume growth of smartphones sold this year and the mix of 5G? It seems that the component shortage in the semiconductor industry start to impact this end market a little bit.

Question: Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division - Analyst : Okay. And do you expect some positive news flow related to SOI for this 5G millimeter wave in the coming months. How many fablets are currently working on that technology? Is that growth driver a key part of your own map for the next 5 years? Or have you taken very conservative assumptions? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 21, 2021 / 6:00AM, SOIT.PA - Q2 2022 Soitec SA Corporate Sales Call

Question: Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division - Analyst : Okay. And my last question is about licenses on other revenues. Why are they not growing faster in the current booming environment for semiconductors? It looks quite surprising for me.

Question: Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division - Analyst : I was surprised to learn that. So you take only supply 52% of GLOBALFOUNDRIES SOI wafers last year. So it seems that your licenses are becoming, let's say, key players also in this SOI world.

Table Of Contents

Q1 2023 Soitec SA Corporate Sales Call Transcript – 2022-07-26 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 26-Jul-22 6:00am GMT

Full Year 2022 Soitec SA Earnings Call Transcript – 2022-06-09 – US$ 54.00 – Edited Transcript of SOIT.PA earnings conference call or presentation 9-Jun-22 12:00pm GMT

Q4 2022 Soitec SA Corporate Sales Call Transcript – 2022-04-28 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 28-Apr-22 6:00am GMT

Q3 2022 Soitec SA Corporate Sales Call Transcript – 2022-01-27 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 27-Jan-22 7:00am GMT

Half Year 2022 Soitec SA Earnings Call Transcript – 2021-12-01 – US$ 54.00 – Edited Transcript of SOIT.PA earnings conference call or presentation 1-Dec-21 7:00am GMT

Q1 2022 Soitec SA Corporate Sales Call Transcript – 2021-07-22 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 22-Jul-21 6:00am GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Q2 2022 Soitec SA Corporate Sales Call Transcript" Oct 21, 2021. Alacra Store. May 05, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2022-Soitec-SA-Corporate-Sales-Call-T15005422>
  
APA:
Thomson StreetEvents. (2021). Q2 2022 Soitec SA Corporate Sales Call Transcript Oct 21, 2021. New York, NY: Alacra Store. Retrieved May 05, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2022-Soitec-SA-Corporate-Sales-Call-T15005422>
  
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