International Business Time: Robert W. Baird analyst Tristan Gerra believes there is an increasing potential for the iPhone 5 to use two image sensor suppliers.
"We downgrade OmniVision to 'neutral' based on our belief there is a higher likelihood the iPhone 5 could use two CMOS image sensor suppliers in order to address continued supply constraint concerns. While Omnivision remains well positioned as a leading supplier of CMOS image sensors, risk/reward ratio becomes less attractive under a dual-sourcing scenario," said Gerra.
The second likely iPhone 5 sensors supplier is Sony, which also supplies sensors to Nokia, according to the article.
"We downgrade OmniVision to 'neutral' based on our belief there is a higher likelihood the iPhone 5 could use two CMOS image sensor suppliers in order to address continued supply constraint concerns. While Omnivision remains well positioned as a leading supplier of CMOS image sensors, risk/reward ratio becomes less attractive under a dual-sourcing scenario," said Gerra.
The second likely iPhone 5 sensors supplier is Sony, which also supplies sensors to Nokia, according to the article.
Both Sony and Omnivision Might Supply Sensors for iPhone 5
![Both Sony and Omnivision Might Supply Sensors for iPhone 5]()
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January 24, 2011
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