WoW, have you read the report? It is not SNE who provide camera but someone that AAPL hides
" One vendor could not be identified. Rassweiler says that Apple appears to have taken pains to hide the identity of the company that supplies the parts that that power the iPhone 4S’s highly regarded 8-megapixel camera. This is not new, and the candidates include Largan Precision Co., a Taiwanese supplier of camera modules to wireless phone companies, and Omnivision. “We don’t know exactly who makes it,” Rassweiler told me. Whoever the supplier is, Rassweiler estimates the camera added $17.60 to the cost to build the iPhone. And they’re likely to make a lot on the deal. IHS iSuppli is forecasting that Apple will sell 81 million iPhone 4Ss around the world next year. "
Strange. Another oddity is that on the tear down, it stated that the design was similar to OVTI's, but the name Sony was found on the inside on a circuit board or somthing. Given supply contraints, there is a slight chance that Sony was contracted out by OVTI to supply a part of the camera until they can meet demand, or is part of their strategy, or maybe they are sharing as others indicated. We may never know given the secracy of this thing. Only earnings & forecast really matter at this point I guess, unless the secracy is broken somehow.
The fact that Apple avoided Samsung as much as possible,in this case, the memory, speaks loudly about Apple's procurement strategy. Sony's line of smartphones is in collision course with iPhone. Apple would surely be wise to try to avoid worldwide lawsuit with Sony while rely solely on Sony sensors.That OVTI contracted Sony for the initial roll out might gain some credence in light of PSC/TSMC's failure to deliver in time.
Thank you for the article...very interesting....seems this author not convinced it is all Sony even with the Chipworks. I suspect we will start seeing more articles such as this and more clues pointing to the dual sourcing. I also find it interesting that they are starting to cut out Samsung-which makes sense. Also makes sense they would never rely on Sony only for any parts.