Question-and-Answer Session
Operator
Thank you. The question-and-answer session will be conducted electronically today. (Operator Instructions). Our first question will come from Mark Miller from Brean Murray.
Mark Miller - Brean Murray
Just wanted to talk about your other opportunities. I know a lot of people are counting on that. But since like we've been hearing for a long time especially about other programs in Samsung and just my opinion is that 95mm call should be very easy for you. I am just wondering are there a whole host of other programs or might that it seemed to me you are taking a lot of your quality in there.
Tim Harris
Yeah. So as we have said, we are expecting to qualify in on glass here in this quarter with ramps next quarter not necessarily Samsung. As you know I think Mark we are qualifying in at multiple different customers with multiple different products. So, the whole glass qualification effort is going very well. We are qualifying in and we have samples in our in qualification at Samsung on a variety of different products, actually LMR, PMR and glass. And those are all moving along nicely. To some extent, the timing of the qualification depends on the customer's transition plans as well as on our ability to meet those plans. But again, I'd have to say we are quite pleased with the way the Samsung qualifications are going.
Mark Miller - Brean Murray
I'll give you my last two questions. Any comments about where are you seeing your competitors? I know you are withholding capacity expansion. People are starting to count down the number of tools they’re buying or ordering. Okay, the third question Tim, substrate sales are going up. I'm just wondering, I think you are typically 10% or 11%, you are up to 14%. Is that because more people are building higher capacity drives with lower technology products?
Tim Harris
Let me part that out a little bit. So, yes we believe that the capacity expansion is being broadly slow downed. Now our plans are to increase capacity only through process efficiencies and better optimization and bringing PMR utilization and factory performance up to the LMR level, which obviously we are still very early in. We do believe that in general everyone is slowing down their capital expansion for obvious reason.
In terms of substrate, yeah, we are growing our substrate business, that is a good business for us, it's growing nicely, it's nearly in all cases with strategic customers and we are pleased to be growing that business because basically our customers, they are going to be buying substrates from someone and would rather they buy them from us than from anyone else.
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