Zoran (ZRAN) held an analyst day yesterday at its Sunnyvale, CA headquarters. Well attended by Wall Street, analysts generally left the event confident on the firm’s growth drivers and strategy but still very worried about the macroeconomic milieu at present.

Deutsche Bank believes in the Zoran story as it believes the firm will continue to see strong growth in digital TV and mobile phones in the second half of 2008. The bank believes ZRAN will conies to see demand driven from emerging markets with some support provided by converter box revenues. In a note to investors published yesterday, DB analysts said the leader in the consumer semiconductor market believes “that it is gaining share in printing, DVD, mobile phones, TVs, and printing.” (Continue »)

Share with others: