The day we will find out which CMOS chip is contained in Nokia 6230i (expected to be high volume product) is near..there are several 6230i circulating around the world already and once somebody opens it... the risk for shorts is higher every day. From technical point of view the level of distribution has topped already by shorting the OV9650 shipping news (see CMF)...
"Show me one contract. Just one, You can't."
That's sooo wierd. I didn't even post that phrase. Are you hearing voices?
As for the TXN and STM contracts
(1) You never posted them
(2) No TXN contract exists for imaging chips
I think you've blown a fuse. Bimbo overload.
I can not find a 1.3 mp SMIA chip even on STM site. Can you please show me where they make one?
I think Nokia wants SMIA chips but realistically knows it will take some time for companies to ramp them up. they could be using smia vga chips and regular 1.3 chips for now.
1.0 MP SMIA is available from STM but was not even used by Nokia, they chose (presumably) OVTI's 1.3 instead.
The only other player to announce a 1.3 win was ESST and that was for Samsung. So I am more confident now we got Nokia.
Plus too many people have been screaming OVTI/Nokia with NO corrections issued by Nokia, a telling clue as well. Albiet thatcan be taken as Nokia merely ignoring speculators. However I think Nokia would not benefit/tolerate from false info being spread by analyst and the media.
Do you even know what SMIA is? Who define the standard? Don't twist this around, please do educate those of us that don't know.
And do you know you don't have to be SMIA compliant to do business with Nokia. In fact, most vendors supplying chips to Nokia right now are not SMIA compliant.
Who told you to short at the bottom and then got nervous all weekend long?
---"Don't you guys read the company's PRs? OVTI is not producing a 1.3MP SMIA-compliant sensor yet, so the 6230i wouldn't have an OVTI sensor in it."
Nice try, but the initial PR about OVTI's 1.3MP SMIA sensor came out February 14th:
Then 5 weeks later, OVTI said they were shipping volume to "a major handset maker" (implicitly NOKIA because that was the only one of 5 remaining majors that OVTI didn't yet sell to).
So, it is indeed logical that at Feb 14, the company wasn't yet shipping because the deal hadn't been signed.
Get it? It's not too difficult to put the pieces together.
Hey good buddy,
We have done more than a little DD on our biggest and favorite holding, OVTI. And so has Morgan Keegan and in a recent research note entitled "OVTI Shipping TO A MAJOR Handset Manufacturer" they state in part...
"We believe OVTI is shipping into the newly launched Nokia 6230i, with 1.3Mp camera capability. The 6230i is based on the high volume 6230 which has sold several million units over the last few years. We believe that OVTI is well-positioned to get an increasing number of design wins both for 1.3Mp and 2.0Mp sensors at Nokia."
Sounds good to us!! And remember too that Nokia is hosting their annual meeting this week and word is that several new phone models will be unveiled. Do you have specific DD you can cite to refute ours? I hope not, but keeping an open mind to every possibility. In any event, I think we are mostly in agreement here and we wish you luck and an enjoyable weekend!!