FT: 15% of Sony CIS Sales Go to Huawei
When contacted, Sony executives declined to comment on that. Jefferies analyst Atul Goyal estimates that Sony image sensor sales to Huawei is about 15% of the company's total CIS production. Oppo and Vivo use Sony sensors too, so if Huawei loses its market share to them, it should not impact Sony much. However, if Samsung takes over Huawei's products, Sony sales might suffer.