Omnivision is Reported to Scale Down Foundry Orders by 50,000 Wafers per Month

YahooTaiwan, UnitedDailyNews, Digitimes, SinaFinance: Omnivision reduces its 2022 foundry orders by 50,000 wafers per month. Reportedly, the main reason is the weakness of the smartphone market in China.

MoneyDJ reports that Taiwan imaging community does not believe this news: "The industry believes that it is unlikely to cut the scale of 50,000 pieces/month at a time. It is more likely to be adjusted according to the current market conditions and the allocated production capacity. At most 30,000 to 50,000 pieces per year will be reduced, and the reduction is mainly on Omnivision's mainland-based fabs, rather than in Taiwan-based manufacturing."