Oppenheimer Research note states that Omivision is likely inside the newly announced iPhone 4S. The #1 reason is:
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Apple in its iPhone release presentation mentioned that the image sensor is a 8MP sensor with the description 3264 pixels X 2448 pixels resolution or 7.99MP. It is spot on with OVTI's 8830 spec, whereas Sony's 8MP spec is 3288 X 2472 or 8.12MP."
Update: More analyst's speculations:
Barrons: R.W. Baird’s Tristan Gerra writes that his “field research” suggests Omnivision has lost some share to Sony in the 4S, citing anecdotal evidence that the Sony part matches the phone’s specs.
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Various websites report these Sony Ericsson smartphones feature a Sony image sensor of the exact size as for the iPhone 4S (3264×2448),” he writes, adding, “
Additionally, image sensor makers typically customize their sensors specifically for Apple without necessarily releasing the specs.”
But JP Morgan’s Paul Coster comes to the stock’s defense, noting that Apple describes an a larger “active array size” to the iPhone’s sensor. That, he suggests, implies the phone uses OmniVision’s “OVT8830 CIS” chip. “
The iPhone 4s sensor active array was announced to be 3264 by 2448, which is an exact match for the Omnivision OVT8830 first-generation BSI image sensor,” writes Coster, “
We note that Sony’s IMX105PQ 8MPx chip has a 3288 by 2472 array.”
Motley Fool writes, again relying mostly on the sensor format: "
I think I've built a pretty compelling case here for the OV8830. Dual-sourcing a component this important just doesn't fit Apple's modus operandi."