The best statement in the article said: "OmniVision sells 900 million units a year, but what if they could get to 20 billion units?" Also, in a chart titled "New Stars of the Internet of Things" InVensense (not a competitor to OmniVision) was first on the list and OmniVision was fourth. I read the article and felt both companies were well positioned for the future.
Sentiment: Strong Buy
This week OVTI made the cover of Barron's! This future star of the Internet of Things is bound for 40 and I won't sell any of my shares until then. The Amazon Fire win is just the beginning of the multi-sensor per device revolution. Long suffering longs will be rewarded handsomely. Good luck to all.
Fire includes 13MP rear camera, 2.1MP face camera and 4 VGA infrared cameras
EETimes: Amazon Fire Phone teardown confirms that Omnivision image sensors used for the "Dynamic Perspective" feature. Other than the sensors, the phone also integrates OV680 ISP. All cameras combined amount to more than 10% of the phone's cost: --- From Image Sensors World
Preliminary Teardown analysis suggests that Amazon's $649.00 phone costs $209.00 to build. Qualcomm is the primary provider of many of the key integrated circuits, and both Invensense and OmniVision are noted for their role in delivering Amazon's Dynamic Perspective display technology. ---From EETimes
sony makes em cheaper, but they stink as a company:
Comparing apples and oranges. Sony makes some nifty stuff, but they LOSE money year in and year in and year out. If you love a company that makes cool stuff but cannot turn a profit, sony it is. If you like a small company that is really learning how to make money, it is OVTI.
Jan 28, 2014 - Sony got off to a terrible start to the week on Monday after credit ratings company ... Junk status means a bond is not a worthy investment grade.
BBC News - Moody's cuts Sony's credit rating to junk Less
By the description on the website of Amazon about the Fire Phone. The image sensor is from
OVTI for sure. that is a sure thing.
13MP camera with optical image stabilization
Fire phone features a custom-tuned 13 megapixel camera system, with a fast five-element wide aperture f/2.0 lens for crisp, beautiful images. In low light conditions without a flash, Fire phone uses optical image stabilization to keep the shutter open up to four times longer to reduce noise and blur.
..Burroughs, Data General, NCR.. All big companies like Sony, not nimble talented companies like OVTI that has a heavy weight like TSMC in their corner. Sony won't crush OVTI, maybe be a leader but they *ARE NOT* going to take ALL the business and their is plenty of business to go around. Sony can not compete on price on small sensors. They depend on their name and perceived quality to charge more because they have to. OVTI can compete on price head to head with the big boys, for how many years have they been doing exactly that and putting a few of them to bed. Nobody is saying OVTI will be the last man standing, but Sony is not going to be the only one standing either.. Sony got 8mp cause OVTI screwed up, but you can't think that is still the case, they've made millions of those sensors now and doing well selling them to the competition.
Then tell me why does Apple choose Sony sensors over OVTI sensors? What is it about Sony's sensors .....is it price, quality, ability to delivery in volume.... what is it? OVTI has been knocked out of the Iphone since the 4 (ok front camera...big deal) and will now lose (guessing) the front slot. Sony's announced plans for expansion point to increased capacity and sales. For a fellow silicon valley company to continually lose out to a Japanese firm makes me wonder what the heck is convincing Apple to choose Sony ?.............any ideas. All things equal, wouldn't an American company want to use and American company?
Amazon mobile phone has 6 image sensors that are from OmniVision:
the four face-tracking cameras, the phone includes a 13 megapixel rear-facing camera and a 2.1 megapixel front-facing camera
1.Sony have heavy investment on manufacturing capacity and will be though to compete on price
2.Chines do not like to buy frm Japanize
3.R&D team of INVN is in Silicon Valley using all the talent of the valelley
4.Business need second source
Sentiment: Strong Buy
Sony is now investing heavily into the capacity to produce stacked CMOS image sensors ...Sony intends to bolster its manufacturing capacity for stacked CMOS image sensors, and further strengthen its integrated supply operations, and to thereby reinforce its leading market position.....(Digitimes)...AT what point does the management of OVTI seek a heavy hitter to buy them out and provide them with the necessary depth (both in sales and engineering talent) to answer this challenge. Its clear that Sony's goal is to marginalize OVTI at all levels and now gearing to attack our bread and butter at the low end sensor market. They want to dominate from top to bottom and leave OVTI to feed on their unwanted leftovers...Sony intends on becoming the de facto source for high end and (soon ) low end sensors. By remaining independent OVTI risks becoming like Burroughs, Data General, NCR..all great companies that became dinosaurs....Now is the time to find a guardian angel...when Sony's production capacity comes online, the unit cost will decrease and OVTI sales will start to slide because they will have no answer to Sony's production capacity, cost or technology...What will OVTI do then ? It will be too late to sell as the horse has already left the barn. And who is advising the companies looking for great synergistic deals? At this level OVTI is a great buy and all that cash only sweetens the deal. Later on....not so sure.
OmniVision Technologies Inc. OVTI -1.15% , after pulling back from its June highs, has turned up in the last week. The stock closed above lateral resistance on Tuesday, gaining 48 cents to 22.97, after taking out the declining topsline and 3-wave corrective pullback wedge. Watch for a move up toward the channel top at 26-27.