Forbes notes that Apple's longtime camera sensor supplier for its iOS devices, OmniVision Technologies, today offered remarkably weak guidance for the current quarter, suggesting that Apple may indeed have shifted camera orders for the iPhone 5 to Sony.
For FY [Q2], the company sees revenue of $255 million to $275 million, and non-GAAP profits of 52-64 cents a share, well short of the Street consensus at $306.4 million and 82 cents.
The company gave no explanation in the release for the weak forecast; I would note that there has recently been speculation that the company may have lost some of its Apple business to Sony.
Reports dating back over a year have been going back and forth over whether OmniVision or Sony would be the camera supplier for the iPhone 5. As of early June, reports claimed that both companies would be supplying 8-megapixel camera sensors for the iPhone 5, but with OmniVision shouldering 90% of the load. But just a month later, an analyst claimed that production difficulties at OmniVision had resulted in the camera sensors destined for the iPhone 5 failing to meet Apple's required yield rate. As a result, Apple was said to be planning to shift to Sony for the bulk of its iPhone 5 camera sensor orders.