Good post. I keep hoping I'll find a board - ARMH used to be such a one - where one can actually LEARN something ... rather than 5 guesses a day (minimum) as to what the closing price will be that day.
SO, ... whatcha think about the possibility of split-sourcing? I've been reading (always dicey for a layman), and it's said that Apple consciously split some key component between Toshiba and Samsung (I'm sure of the former, almost of the latter), presumably so as to avoid a bottleneck if (ha) the product roars out of the gate.
Thus, the teardown had a cutesy - "This unit had a Toshiba chip in that area."
... AND WHY, pray tell, does it take the equivalent of an electron microscope to ascertain whether it's OVTI inside?
Sounds like the teardown artists can deal with adhesives that could probably seal the San Andreas fault. Is the camera embedded in a drop of amber?
OVTI has always guarded this information very closely even to thier detriment, they say the OEMs need it that way, very very secretive about thier image sensor choices. I just wish at some point once it's a done deal and that's that, then they could allow the supplier to crow about it a little just to help them recover some of thier investor valaue lost during the secretive period. Once the dam teardowns are out, why the HELL keep denying it!! But OVTI still does. just gotta know that about ovti, if you do, then you learn to read between the lines more for what they do try to tell you.. still makes it hard to follow though.