IHS publishes its analysts opinions on implications of Omnivision acquisition by Chinese investment companies. Few quotes:
"One of the greatest concerns regarding China-backed Hua Capital Management Co. Ltd.’s proposed acquisition of OmniVision Technologies Inc. is that it would give OmniVision an unfair advantage over other image-sensor vendors, with Chinese firms favoring Omnivision products over others. But, according to IHS, this scenario is unlikely to play out.
...the vast majority of OmniVision’s current business is already in China. O’Rourke says about 75% of OmniVision’s 2014 revenues came from China-based companies.
“In this situation, there’s not a great deal of room left for OmniVision’s growth in China," O’Rourke says. "Thus, the question of Chinese companies or the Chinese government favoring it may be irrelevant.”
...the funding groups bought OmniVision mainly for a “capital operation” and will have the company listed in the China stock market to gain a sizable return.
Wang says he believes OmniVision will invest heavily in the near term—including spending more on R&D to develop high-end products—in order to help the company catch up with image sensor heavyweights Sony and Samsung."