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OmniVision Technologies, Inc. Message Board

  • porcupineonweed porcupineonweed Dec 5, 2013 12:42 PM Flag

    BV now is 16.5 should trade at 1.5-2x book

    OVTI should be at 24-32 based on typical bv for similar companies especially when bv will continue to increase by 20% cagr

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    • China mobile means 20% more business for Apple . Some has been priced in , but the suppliers could be the back door to Apple once again.

      • 1 Reply to delldudelives
      • Last I read, OmniVision has an upper hand when it comes to pricing as the average selling price of OmniVision's camera sensors is $1.79. This is a very important factor when we consider that sub-$200 devices won't opt for the more expensive camera sensors worth $7.30 from Sony and $1.93 from Samsung. In terms of market share, as per Bloomberg, Sony has 32% of the image sensor market while OmniVision has 14.4% and Samsung has 12.9%. But OmniVision's price advantage should help it gain more share in the future. OmniVision was a key supplier to Apple, but has been diversifying since Sony started supplying camera sensors to Cupertino from the iPhone 4S onward. This diversification initiative seems to be working……. ##### OmniVision's CameraCube chip technology for low resolution cameras should open up new opportunities going forward. These low resolution sensors are normally used in the front-facing camera in smart devices. In the reported quarter, 2 megapixel and higher camera sensors comprised 47% of total units shipped.

 
OVTI
26.54+0.07(+0.26%)Dec 26 4:00 PMEST

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