Omnivision's Outlook Improving

Barrons: Robert W. Baird analyst Tristan Gerra says Omnivision has a design win with “a leading U.S.-based smartphone OEM ramping in volume this second half, potentially opening the door for further wins at that account.” (He doesn’t say who. Palm, maybe?)

Gerra adds that the company’s market share in China has stabilized after “significant losses” over the last few quarters. “While we see no meaningful recovery in overall market share near-term for OmniVision, difficult comps are behind,” he says.