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.
"....most of its shipments of 5 MP sensors"
ReplyDeleteDoes that mean 51%?
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.
ReplyDeletewhat's the alternative? put each egg in its own basket? seems like an inefficient use of a basket.
ReplyDelete