"The business environment for our customers is improving," Ueda said. He said brisk demand for Sony's sensors reflects the firm's effort to diversify its client base, noting clients had recently experienced some ups and downs (does Uedo mean Apple?). "Our client portfolio is getting less reliant on specific customers, as we are adding Chinese smartphone makers that are recently thriving," he said.
He also said sensor shipments from the Kumamoto fab, which was damaged by a series of earthquakes earlier this year, have recovered to pre-disaster levels.
