Wednesday, February 23, 2011

Gleacher & Co: Omnivision has Yield Issues

EETimes quotes Gleacher & Co analyst Doug Freedman reporting:

"Recent data points have circulated in the past weeks suggesting OVTI's BSI yields have been adversely impacted out of TSMC, which could be backed-up on strong demand for general CMOS image sensors into smartphones and tablets.

Our view is that the perceived yield issues could be more on the upcoming 1.1-micron BSI front; it is unknown whether TSMC will share the onus should production yields run materially below normal learning curve levels (could spare impact to OVTI's margins), as OVTI plays some 'catch-up' with Sony on 1.1-micron (8 and 16MP module in the market) on process technology.
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