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Himax reportedly cuts into Dell supply chain

Olivia Hu, Taipei
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Fabless IC firm Himax Imaging reportedly has landed orders for CMOS image sensors for use in Dell notebooks, and has also cut into the supply chain of China handset brands including Huawei and ZTE, according to market rumors.

Himax Imaging is a wholly-owned subsidiary of driver IC designer Himax Technologies, specializing in CMOS image sensors and system-on-chip (SoC) solutions for handset, consumer electronics and surveillance camera applications. The parent company was quoted in previous reports saying that growth in its non-driver IC business looks promising.

Himax saw revenues generated from its non-driver business increase 8.6% sequentially to NT$12.6 million in the fourth quarter of 2010. The segment accounted for 9% of Himax' total revenues in the fourth quarter, compared to 8.4% in the prior quarter and 7.1% a year ago.

The proportion of sales for non-driver IC products is expected to top 10% in the first quarter of 2011, Himax president and CEO Jordan Wu said at the company's most recent investors conference.

In other news, CMOS image sensors are currently in tight supply as foundries are unable to spare sufficient capacity at their 8-inch fabs, according to industry sources.

Article translated by Jessie Shen