Martin, have not seen you posting for a while. How are things doing?
Your post makes me realize the motivation of Aptina cross licensing with SONY. Aptina tried to make a bsi sensor about two years ago. It failed on its own because it tried to use tsmc to make one. This is stealing because ovt has worked hard with tsmc to successfully made bsi sensors. Aptina failed on this route because tsmc refuses to make bsi chips for it. So Aptina just uses tsmc to produce a fsi sensor. This is ironic because MU is producting image sensors for Aptina. So what is the motivation of Aptina cross licensing with SONY? I bet Aptina is trying to use SONY's bsi technology. This is ironic. Where will Aptina produce bsi chip? Tsmc just announced a stackered method on its own. Would SONY allow tsmc producing Aptina bsi sensor of its own technology?
The Sales numbers of 423 Million and unit count 252 million, ASP (average selling price) $1.68 all were very good... spelling what success OVTI has had in gaining market share and now has 50% of the total market for CMOS digital cameras.
Lfoundry bought micron fabs in italy and it's agreed to do fabbing of aptina chips. this was announced recently at isw. and reason for patent swaps between sne and aptina may be so that sne can have access to aptina clarity tech and so aptina can have access to sne stacking tech. just an obvious guess.
A - tina, has fallen behind, and for son-knee, they copyied Mr K'ns patents... they come full circle on their own game... the copy-cats are approaching the 20 yr mark... Poof-fy OVTI will just scan what's open... and with EK's patents... the consortium is realizing the market moved on... OVTI wins... Would have been fun to hear Steve Jobs opinion on this... maybe Maria Bartiromo could have asked publicly for us. As the Camera is now the Most consumer used, liked, feature in cell phones today. The examples of the camera's use is/are growing as new apps and software programs are tapping into the real-time function. On, how the two competitors are going to team up... its a realization both are in a declining competitive dis-advantage and the 525 million spent to open EK patents... was a bust. (Laughed) as if we didn't see that coming. Mr. Hong made the right decision to stay out of that deal... and it was a clue when they did. OVTI got in the first deal what they wanted, Have to Thank Steve Jobs again... there had to be some well thought-out planning there. of course there's more.