Seeking Alpha: In TSMC Q1'09 Earnings Call transcript Rick Tsai, the CEO, reiterates that TSMC continues to heavily invest into image sensor process R&D. He also says that BSI technology "is now being moved into production".
While its nice to hear TSMC talk about BSI (meaning its still alive) I can't help but think that they won't be shipping til year end at the earliest. I know that OV goes for low cost, so it is probably taking a while to get the yields up. We should all do a first shipment date pool LOL. I'll take January '10.
Not only Omnivision talks about low cost, but TSMC too. Specifically, Rick Tsai says:
"We have also made pretty good progress. For instance, in the sensor technology we have developed together with a key partner what we call backside illumination technology, which will render a very high density sensor to be produced in a very low cost. This technology is now being moved into production."
My bet is that Omnivision announces BSI mass production before the end of this summer.
While its nice to hear TSMC talk about BSI (meaning its still alive) I can't help but think that they won't be shipping til year end at the earliest. I know that OV goes for low cost, so it is probably taking a while to get the yields up. We should all do a first shipment date pool LOL. I'll take January '10.
ReplyDeleteNot only Omnivision talks about low cost, but TSMC too. Specifically, Rick Tsai says:
ReplyDelete"We have also made pretty good progress. For instance, in the sensor technology we have developed together with a key partner what we call backside illumination technology, which will render a very high density sensor to be produced in a very low cost. This technology is now being moved into production."
My bet is that Omnivision announces BSI mass production before the end of this summer.