Bloomberg, Forbes quote Robert W. Baird's analyst Tristan Gerra writing in a note to clients "Our field research points to Omnivision having lost significant share in PCs as well as in China late last year due to its focus on Apple, while its new 8 MP sensor may not be ready for the initial iPhone 5 launch, suggesting Sony could win all of initial iPhone 5 procurement orders."
A more detailed digest of Gerra's note in Wall Street Pit also mentions that Samsung is now sampling sensors to Apple for potential future products.
Barron's quotes Hans Mosesmann of Raymond James questioning the logic of Gerra’s report. By Mosesmann’s reckoning, Gerra is suggesting both that Omnivision is capacity constrained in producing the BSI-2, but also that it is loosing market share, which he suggests may be contradictory statements.
“We believe OmniVision is constrained becasue demand is stronger than expected. This is ordinarily a good thing, and, in this instance, we believe a good thing.” While Sony may get some Apple business this year, Mosesmann doesn’t think Apple will give all of it to Sony, as they’re a competitor and it’s not proven Sony can deliver parts Apple needs in volume.
Motley Fool quotes an analyst at FBR issuing a report earlier this week saying the iPhone 5 launch may be delayed until September (versus expectations of July) and that its image sensor is "most likely going to Omnivision exclusively, but with some potential for [Sony] to split that socket."