Saturday, October 30, 2010

Omnivision Sensors in Next-Gen iPad?

Barron's: OmniVision will supply image sensors for a second-generation Apple iPad that will launch in the first quarter of 2011, according to investment firm Detweiler Fenton.

Detweiler Fenton claims that the new iPad will ship with two cameras, a 5 MP camera and a VGA camera, and likely will support Apple’s FaceTime video chat software. Detweiler says that Apple will build 2.5 million units of the next iPad in calendar Q1, providing an incremental 5 million units of demand from Apple for Omnivision. He says that if you assume 23 million iPhones will be built in Q1 2011 - which includes more than 6 million for Verizon Wireless - Apple will account for nearly a third of OVTI’s chip demand, and most of its shipments of 5 MP sensors.

3 comments:

  1. "....most of its shipments of 5 MP sensors"
    Does that mean 51%?

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  2. Scary! A wise man used to say not to put all eggs in one basket. Cant imagine what OV would do when Apple goes to Sony for iPhone 5. Hmmmmm.

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  3. what's the alternative? put each egg in its own basket? seems like an inefficient use of a basket.

    ReplyDelete

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