tag:blogger.com,1999:blog-19092890.post7901735057027422296..comments2024-03-28T08:25:07.299+02:00Comments on Image Sensors World: Omnivision Q4/FY2010 Earnings CallVladimir Koifmanhttp://www.blogger.com/profile/01800020176563544699noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-19092890.post-31517539961618190682010-05-30T16:55:47.307+03:002010-05-30T16:55:47.307+03:00he forgot to adjust for the terrible yields they&#...he forgot to adjust for the terrible yields they're having that were discussed in the recent conference call. if you think the yields on bsi-1 are bad, wait til you see the yields on bsi-2.<br /><br />btw, bsi-1 uses 8 inch wafers but bsi-2 is suppose to use 12 inch as was discussed on ISW not too long ago.<br /><br />http://image-sensors-world.blogspot.com/2010/02/omnivision-launches-11um-bsi-pixel.html<br /><br />why would a customer want to buy bsi-1 when they could get the better bsi-2 product for cheaper. i bet OV must mark down the bsi-1 product substantially to move it before they can sell any bsi-2 product and this may explain why OV executives were unable to confirm the sustainability og improved average selling prices and margins going forward.<br /><br />I feel OV has terrible timing compared to their competitors.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-33960158259256798592010-05-30T15:38:56.516+03:002010-05-30T15:38:56.516+03:00ovt does not use 12 inch for bsi, they use 8 inch ...ovt does not use 12 inch for bsi, they use 8 inch wafers.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-17968873538084863272010-05-30T09:51:29.223+03:002010-05-30T09:51:29.223+03:00Could you share with us your calculations?Could you share with us your calculations?Vladimir Koifmanhttps://www.blogger.com/profile/01800020176563544699noreply@blogger.comtag:blogger.com,1999:blog-19092890.post-16127672513259903942010-05-30T00:31:25.679+03:002010-05-30T00:31:25.679+03:00After doing some calculations, Using the 65nm BSI-...After doing some calculations, Using the 65nm BSI-2 process, 1.1u pixels and 12" wafers, Omnivision should be able to make a pretty good 5 MP sensor for less than $.50 and, using a 1.4u BSI-2 pixel, a very good 5 MP sensor for less than $.75.<br />How do the guys stuck on FSI and 8" wafers and 1.75u pixels compete? Thinking mainly of Aptina.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-46867918381207332392010-05-28T20:39:08.307+03:002010-05-28T20:39:08.307+03:00is sony CMOS or CCD?is sony CMOS or CCD?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-78108096210111787572010-05-28T19:39:56.064+03:002010-05-28T19:39:56.064+03:00It was frustrating to hear Ray Cisneros talking ab...It was frustrating to hear Ray Cisneros talking about a few more quarters for WLC's when STM and Toshiba have mainstreamed their cameras a year ago and the industry had shipped 80 million last year. Heptagon itself has already shipped its 100 millionth wafer-scale lens.(to who?) <br />Ray Cisneros<br />"On top of that, there are some technological hurdles that most people are working on which are optical advancements. So it's in progress. I'd imagine it's going to take a few quarters before that is fully captured in primary applications."Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-90007347891161166902010-05-28T16:17:25.568+03:002010-05-28T16:17:25.568+03:00OVT may be ahead of the competition in terms of ch...OVT may be ahead of the competition in terms of cheap bsi for phones, but when it comes to high quality bsi for dsc's, camcorders, OVT is far behind, especially Sony. Toshiba has a 14mp bsi for phones that will soon be out and Samsung is not far behind for bsi for phones using bulk silicon.Anonymousnoreply@blogger.com