Monday, October 12, 2020

Assorted News: Omnivision, Samsung, Robosense, Opsys, ON Semi, Trieye

Digitimes reports that "Demand for high-end CIS components has weakened in the wake of the US trade sanctions against Huawei. But suppliers are ramping up CIS shipments to the midrange segment to meet growing demand from other Chinese handset vendors, such as Oppo, Vivo and Xiaomi who are keen on cannibalizing Huawei in their domestic market.

Major CMOS image sensor (CIS) suppliers including Samsung Electronics and OmniVision reportedly have been pushing sales of midrange CIS components to Chinese handset brands due to increasing market demand, according to industry sources."

IFNews quotes Credite Suisse that optical fingreprint sensor companies focus their development efforts in 3 key areas:

  • integration optical fingeprint sensors into LCD displays
  • large area sensing for OLED displays
  • In-cell TFT sensors

Credit Suisse believes that Novatek and Egis/FocalTech are ahead of others (Synaptics and Goodix) on in-cell TFT sensor integration.

M14 Intelligence publishes an interview with Robosense VP LeiLei Shinohara talking about the price pressure on LiDAR market:

"Regarding the pricing part, at least in the near future like 2022 or 2023, the acceptable pricing for the OEM customers could be much less than 1000 USD. However, we have also received requests from most of our customers for LiDARs in the price range of 500 USD or even lower. We have also seen that the customer losses interest if the price of LiDARs is more than 1000 USD. Hence, we expect that for bigger volume deals, the price could reach somewhere below 500 USD."

Autosens publishes an interview with Rafi Harel, Co-Founder of Opsys, a stealth LiDAR startup founded by a group of ex-Finisar employees:

Junko Yoshida interviews ON Semi's VP and GM of Automotive Sensing Ross Jatou:


BusinessWire: Cadence announces that TriEye used the Spectre X Simulator to accelerate the design of a next-generation CMOS-based SWIR image sensor by several months. Using the Spectre X Simulator, TriEye observed at least a 2X performance gain over previous simulators while achieving the required accuracy to meet ISO requirements for critical automotive applications.

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