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OmniVision Technologies (OVT) OV9810 Introduction. February 2009. agenda. about OmniVision (OVT) technology leadership market trends introducing the OV9810 looking ahead. OVT at-a-glance. world’s leading CMOS image solutions provider pioneered CMOS image sensor industry (1995)
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OmniVision Technologies (OVT)OV9810 Introduction February 2009
agenda • about OmniVision (OVT) • technology leadership • market trends • introducing the OV9810 • looking ahead
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 Others 11.5 ST Micro 6 28.3 * MagnaChip 9 Toshiba 9 Aptina 22 Samsung 12.3 * MagnaChip (out of business)Source: TSR, 2008 CCD/CMOS Report Unit Shipments
historical success $900 500 450 $800 revenues 400 $700 unit shipments 350 $600 300 $500 units (millions) $ (millions) 250 $400 200 $300 150 $200 100 $100 50 $0 - 2002 2003 2004 2005 2006 2007 2008 fiscal 2008 growth: 51% revenues, 70% unit shipments
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 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
CMOS megapixel trendvolume and revenue opportunity for OV9810 volume zone source TSR, May 2008
CMOS unit shipment projection Units (in millions) source TSR, May 2008
CMOS benefits CCD analog output 720p/60 data/sync H-pulses CMOS data/sync CDS ADC image processor 1080p/30 TG 2L image Processor 3L V-driver I2C I2C VH 15V VM 0V VL -8V AFE higher frame rate, full HD video, lower power, lower BOM 720p/60 Full HD 1080p/30 1920x1080p 1080p/60 720p/30
OmniVision DSC product line strategy • 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 Mid-High End DSC/HD cam Entry-Level DSC DSC Flashcorder China, developing nations WW
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