Analyst is Skeptical about Omnivision

Yahoo: Robert W. Baird & Co. analyst Tristan Gerra told investors in Dec. 3 note that competition from "ultra-low-cost" rivals based in Asia is driving the company's revenue decline. Gerra added that OmniVision is likely to lose more market share next year as more mobile phone makers switch to higher-resolution sensors -- a market in which the company is not as well-positioned as competitors.

So, it looks like Gerra does not count on Omnivision's BSI and EDoF success, which, in theory, could propel the company to the market leader position in high-res products. I wonder why he is that skeptical?