omnivision technologies (ovt) ov9810 introduction february 2009
TRANSCRIPT
OmniVision Technologies (OVT)OV9810 Introduction
February 2009
about OmniVision (OVT)
technology leadership
market trends
introducing the OV9810
looking ahead
agenda
OVT at-a-glance
world’s leading CMOS image solutions provider
pioneered CMOS image sensor industry (1995)
~$800M in revenues
51% year-to-year growth in fiscal 2008
>1,700 employees worldwide
IPO July, 2000 – NASDAQ: OVTI
exceptional financial position ($283M in the bank)
positive non-GAAP EPS (past 28 quarters )
market leadership
28.328.3
Aptina22
Aptina22Samsung
12.3Samsung
12.3
Toshiba9
Toshiba9
* MagnaChip 9
* MagnaChip 9
ST Micro6
ST Micro6
Others11.5
Others11.5
* MagnaChip (out of business)Source: TSR, 2008 CCD/CMOS Report Unit Shipments
historical success
fiscal 2008 growth: 51% revenues, 70% unit shipments
$0
$100
$200
$300
$400
$500
$600
$700
$800
$900
2002 2003 2004 2005 2006 2007 2008
$ (m
illi
on
s)
-
50
100
150
200
250
300
350
400
450
500
un
its
(mil
lio
ns)
revenues
unit shipments
technology leadership
technology leadership
• first-to-market with complete SoC solutions
• world’s most advanced process & packaging technology
• best-in-class pixel technology
• industry’s broadest portfolio
market trends
market trends in DSC/DV market
CMOS continues to gain market share in DSC & Camcorders CMOS to dominate by 2011
2009 ‘sweet spot’ 8 – 10 megapixels
trend towards convergence of DSC and camcorder combining high quality photography and HD quality video
DSC/DV models include 1080p video capture H.264 encoding in ISP; YouTube™ ready
video requirements: 1080p – 30/60 fps CCD can only output 720p/30 video
9
2008
2010
2012
0
2
4
6
8
10
12
14
16
18
5Mpixel8-10Mpixel 12Mpixel
>14Mpixel
2008
2009
2010
2011
2012
volumezone
CMOS megapixel trendvolume and revenue opportunity for OV9810
source TSR, May 2008
10
source TSR, May 2008
Units(in millions)
CMOS unit shipment projection
11
2009 2010 2011 20120
5000
10000
15000
20000
25000
30000
35000
40000
DSC
Camcorder
CMOS benefits
CMOS
imageProcessor
data/sync
I2C
CCD
CDSADC
TG
analog output
H-pulses
V-driver3L 2L
VH
15VVM
0VVL
-8V
imageprocessor
data/sync
I2C
AFE
Full HD1920x1080p
1080p/601080p/30720p/60
720p/60720p/30
1080p/30
higher frame rate, full HD video, lower power, lower BOM
12
OmniVision DSC product line strategy
Entry-LevelDSC
DSCFlashcorder
Mid-High EndDSC/HD cam
• Low-cost• DSC• 5-8 MP still• VGA video
• Zoom lens• DSC/DV• 5-9 Mpixel Still• 720p/1080p video
• Zoom/Video Lens• DSC/HD Camcorder• > 9 Mpixel Still• 1080p HD video
China, developing nations WW
introducing the OV9810
OV9810 – key features
combines higher frame rate, superior low-light sensitivity &high definition 1080p video sensitivity: 960 mV/(lux-sec) 9 megapixel @ 8.9fps, HD 720p @ 60fps – binning, HD 1080p @ 30fps –
crop
leverages industry-leading 1.75µm OmniPixel3-HS™ technology
true-to-life color reproduction
small profile package 10x10 mm
OV9810 F3.25, outdoor
OV9810F3.25, 570lux,
thank you