Automotive Sector GrowthThe company's electric vehicle module shipments surged, expected to continue outperforming the handset module business.
EarningsFY24 earnings expected to jump by 200%-280% y/y, driven by market share gains and a shift to high-end camera modules.
Market ShareSustained market share gains expected from Vivo’s and Oppo’s expansion in Asia, with smartphone premiumisation boosting margins.