Last week we found ourselves looking at a story about Sony’s business selling smartphone camera modules to the manufacturers of other handsets – and specifically, the degree to which Sony was making money from sales of the iPhone 6 and Galaxy S6. We touched on the subject again during the Pocketnow Weekly podcast, noting how Sony’s emerged among other camera makers as the one you call out by name when you’ve got the company’s cameras in your phone – beyond Apple and Sony, plenty of OEMs brag about their Sony cameras. But now a new report suggests that this success isn’t coming without a price, and Sony’s popularity making camera hardware is causing its components to become harder and harder to find.
Supposedly, it’s Chinese smartphone makers who are hurting from deals Sony has to supply companies like Apple with camera modules for high-profile devices like the iPhone, and as a result Sony doesn’t have enough cameras to go around to meet demand from every OEM. That means that companies such as Huawei, ZTE, and even Oppo are finding themselves with access to fewer Sony cameras than they’d like, forcing them to go in other directions for some of their handsets.
In particular, the rumored iPhone 6C is where a lot of these Sony cameras are supposed to end up.
All this puts Sony in a pretty powerful position. Does it use this scarcity to increase demand for its products? Ramp up production in order to drive revenue even higher? From the sound of things, the ball’s very much in the company’s court.