only crap? lol june they said 90/10. july they said since yields so bad, ovt lost 100%. did u miss that? is that crap? i'm just messaging that 2 u? if u missed it, u didn't do ur homework. can u find it using google keywords omnivision apple yield problem iphone july 2011
note that saying they "may" have missed deadline does not equal they "did" miss deadline. do you know the dif?
Berger writes that he still expects the next iPhone – which he and others call the iPhone 4S – to have an 8 MP camera, but adds that “OmniVision may be having technical difficulties with its new CMOS sensor, possibly risking its iPhone socket supplier status.”
Eric when is the iPhone5 due to hit the shelves? We don;t know crap yet, but what we do know is if it's not out this qtr thrn OVTI guided down 10M because the iPhone4 won't be selling much at all until the iPhone5 is out
Eric, even your old news from Berger says that OVTI may delay it and OVTI in its current CC says it was delayed( just 2 months since OVTI will provide it in tailgate of current FY quarter). So, 2 months worth of revenue at most and OVTI will be back to business. Meanwhile, AAPL will sample and test SONY chip and if it finds it OK (I doubt) then AAPL may keep a few % until OVTI comes to speed.