Omnivision's Prospects Improving

Yahoo: High sensor demand from India, China and South American countries is slowing the decline in prices and margins, CIBC World Markets analyst Daniel M. Gelbtuch said. That could allow Omnivisions profits to exceed analysts' expectations.

Gelbtuch added that competitors Samsung and Micron Technology Inc. are "playing nice." "Heading into 2008, we expect strong growth driven by extremely robust demand from developing regions, and tamer competition," he says.

This might be coupled with the previous post on VGA sensors shortage. The bulk of Omnivision sales is VGA.