Says Nomura: "We think Sony may not be able to deliver its full share of dual cameras to Apple due to: (1) lower-than-expected yield, and (2) damage to its production facility from the April earthquake in Kumamoto. As a result, we think LGI will gain majority share of the initial dual camera orders from Apple."
Sony, for its part, has confirmed the earthquake has left significant damage and delays at some of their facilities including those that build image sensors.
Nomura also expects the iPhone 7 to add optical image stabilization and new dual camera system.
Written by: Andre Yoskowitz @ 21 May 2016 18:13