OmniVision (OVTI) will supply CMOS image sensors for a second-generation
Apple (AAPL) iPad that will launch in the calendar first quarter of 2011, according to a brief research note yesterday from investment firm Detweiler Fenton.
The research firm contends the new iPad will ship with two cameras, a 5 MP camera and a VGA camera, and likely will support Apple's FaceTime video chat software. Detweiler says their early read is that Apple will build 2.5 million units of the next iPad in calendar Q1, providing an incremental 5 million units of demand from Apple for OVTI, which also supplies sensors for the iPhone. He says that if you assume 23 million iPhones will be built in Q1 2011 - which includes more than 6 million for Verizon Wireless - Apple will account for nearly a third of OVTI's chip demand, and most of its shipments of 5 MP sensors.
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Apple (AAPL) iPad that will launch in the calendar first quarter of 2011, according to a brief research note yesterday from investment firm Detweiler Fenton.
The research firm contends the new iPad will ship with two cameras, a 5 MP camera and a VGA camera, and likely will support Apple's FaceTime video chat software. Detweiler says their early read is that Apple will build 2.5 million units of the next iPad in calendar Q1, providing an incremental 5 million units of demand from Apple for OVTI, which also supplies sensors for the iPhone. He says that if you assume 23 million iPhones will be built in Q1 2011 - which includes more than 6 million for Verizon Wireless - Apple will account for nearly a third of OVTI's chip demand, and most of its shipments of 5 MP sensors.
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Sent from Ray1man
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