Tuesday, April 14, 2009

Omnivision's COO Interview

Tech-On published a first part of its interview with James He, COO of OmniVision. James releases mostly historical information, saying less about the present and future. Still, there are few interesting slides there. Omnivision's supply chain slide shows how many people, companies and interests are involved in Omnivision sensors production. Another slide shows 2008 market shares, with Omnivision's being the biggest one:

6 comments:

  1. Samsung, Toshiba and Sony look under represented somehow in that market share pie. Do you think that the chart is counting capitive supply arrangement as "shipments"?

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  2. The data is claimed to come from TSR, one of the most reliable sources. TSR published its CCD/CMOS report in mid-2008, so it reflects the shares from almost a year ago. On the other hand, TSR does not account for white-box markets, but, if added, this should increase Omnivision's share even more.

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  3. OK, so no white box shipments and probably no captive supply units either. From OV's standpoint, these two factors cancel each other out.

    Of course, the survey looks like it tracks units, not dollars. I'm not sure if OV is #1 in terms of dollars, as they are the king of cheap VGA. However, to be honest, it does look like their mix is getting richer.

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  4. OV's fiscal year end is Apr.
    In FY2008, OV's record was $799M.
    OV was #1 last year.

    However, in this year, well, definately OV can't be the #1

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  5. Let's clarify this TSR report. It is a snippet of TSR's Global Security image sensor report. Omnivision has 50% of the CMOS security market, also known as the vga baby-cam market. It also pre-dates Dungbu/Seti entering the vga market taking much of this away.

    CCD image sensors hold 70% of the security market.

    Two types of image sensors are deployed for video security: charge-coupled devices (CCD) and complementary metal-oxide semiconductors (CMOS). “The aggregate surveillance image sensor market in 2008 is estimated to be close to 40 million sensors,” said Roy Karunakaran, Senior Product Marketing Manager of OmniVision Technologies, a provider of CMOS sensors. “Of these sensors, 30.5 percent are CMOS image sensors, while 69.5 percent are CCD.”

    http://www.asmag.com/print_article.aspx?id=7835

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  6. Thanks for the interesting link. I'll copy it to the front page.

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