Omnivision Conference Call Minutes

Seeking Alpha published Omnivision's Q2 FY2008 conference call transcript.

Some interesting points from the call:

• 1.75um pixel image quality is substantially better than the prior 2.2 micron pixel generation.
• Omnivision believes it's ahead of the competition in the development of 1.4um pixel.
• Mobile handsets accounted for approximately 65% of the Q2 revenues.
• The 2MP and higher resolution sensors approached 15% of total units last quarter.
• 1/4" 3MP is winning sockets at a very fast pace, including multiple tier 1 design wins.
• The total market for sensors in the notebook business will exceed 25M units in 2007, representing more than 25% share of all notebooks.
• TSMC remains by far and away the biggest supplier and Omnivision does not expect that to change at any time in the future.
• Powerchip is a development program which was originally intended and still is planned to deliver product in the second half of 2008. It's too early to tell how this will work.