EETimes quotes Gleacher & Co analyst Doug Freedman reporting:
"Recent data points have circulated in the past weeks suggesting OVTI's BSI yields have been adversely impacted out of TSMC, which could be backed-up on strong demand for general CMOS image sensors into smartphones and tablets.
Our view is that the perceived yield issues could be more on the upcoming 1.1-micron BSI front; it is unknown whether TSMC will share the onus should production yields run materially below normal learning curve levels (could spare impact to OVTI's margins), as OVTI plays some 'catch-up' with Sony on 1.1-micron (8 and 16MP module in the market) on process technology."
"Recent data points have circulated in the past weeks suggesting OVTI's BSI yields have been adversely impacted out of TSMC, which could be backed-up on strong demand for general CMOS image sensors into smartphones and tablets.
Our view is that the perceived yield issues could be more on the upcoming 1.1-micron BSI front; it is unknown whether TSMC will share the onus should production yields run materially below normal learning curve levels (could spare impact to OVTI's margins), as OVTI plays some 'catch-up' with Sony on 1.1-micron (8 and 16MP module in the market) on process technology."
Gleacher & Co: Omnivision has Yield Issues
![Gleacher & Co: Omnivision has Yield Issues]()
Reviewed by MCH
on
February 22, 2011
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