Wall Street Pit, Forbes, Street Insider, Mac Rumors: FBR Capital distributes information that Omnivision may be having technical difficulties with its new 8MP OmniBSI-2 sensor, possibly risking next generation iPhone socket supplier status. The claim is that yield rates at TSMC have thus far been unacceptably low for commercial viability, and that the deadline for inclusion into the next iPhone has passed. Therefore, Sony could become Apple’s primary supplier of 8MP sensors for the next iPhone, with OmniVision possibly being a backup supplier.
Earlier many analysts claimed that Omnivision will be retaining the status of prime image sensor supplier for iPhone, while Sony would be the second one. It remains to be seen if FBR's Apple supply chain checks are correct.
Update: Yahoo: Investment house Detwiler Fenton has learned from sources within OmniVision that it has not lost any Apple business and is the lead supplier of CMOS image sensors to the company.