tag:blogger.com,1999:blog-19092890.post5227425824112282598..comments2024-03-28T17:41:43.970+02:00Comments on Image Sensors World: Omnivision Reports Quarterly and Yearly ResultsVladimir Koifmanhttp://www.blogger.com/profile/01800020176563544699noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-19092890.post-50475257415457755022010-05-28T15:55:16.952+03:002010-05-28T15:55:16.952+03:00i was on yesterday's conference call. i was un...i was on yesterday's conference call. i was unimpressed by the reported quarter but was impressed by the guidance for the current quarter assuming OVT lands in the upper half of the range.<br /><br />it appears that because of its new seasonality shift announced two quarters ago, involving a shift from the west to the east in terms of holidays (chinese new year v. christmas, etc..), the july quarter is now the big quarter instead of the october quarter. the executives failed to indicate if the october quarter is likely to be as big as in the past but instead said that they could not forecast out beyong the current quarter (which is already one month expired).<br /><br />it's interesting that although they were able to increase higher resolution unit product mix from 30% to 40% for higher than vga product, they were only able to increase asp from 1.18 to 1.26, and increase margins by 20 basis points.<br /><br />also, the failure of executives to opine on the sustainability of asp and margin improvement beyong the current july quarter was bothersome as was the remark that improvement in low yields for bsi product may not become evident if at all for up to 6 more months.Anonymousnoreply@blogger.com