| Tokeneke Research LLC |
| Semiconductor Industry Analysis and Insight for Investment Professionals |
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| OmniVision Report Archive |
| Copyright 2019 Tokeneke Research LLC. All rights reserved. |
| 12/1/12, 7-pages. Sales up 50% sequentially on smartphones, but margins crushed. Buy this stock. |
| 12/14/12, 1-page. |
| 1/10/13, 1-page. OVTI opportunity in LCOS is viable, and CES round-up Day 4. |
| 3/1/13, 8-pages. 5Mp/8Mp to smartphones drive growth, but margin pressure persists. Reit Buy. |
| 5/31/13, 8-pages. F4Q Exceeds the high-end, outlook exceeds expectations. Raising est, reit Buy. |
| 8/30/13, 8-pages. Smartphone growth slows and competition increases. Lowering Est, Reit Buy. |
| 12/4/13, 8-pages. Margins improving, but sales taking a dive. Lowering Est, Reit Buy. |
| 2/28/14, 8-pages. Benefiting from smartphone shift to China. Raising estimates, reiterate Buy. |
| 5/30/14, 8-pages. . . . despite competition and US weakness. Fine-tuning estimates, reiterate Buy. |
| 12/2/14, 1-page. I expect OVTI to exceed due to modest expectations and Chinese handset strength. |
| 8/29/14, 7-pages. . . . and despite US customer weakness. Fine-tuning estimates, reiterate Buy. |
| 12/3/14, 7-pages. Wildly dynamic Chinese smartphones. Lowering estimates, reiterate Buy. |