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What: OmniVision Technologies
So what: Sony's
Now what: There has been speculation for months that Apple would seek a second source for image sensors, and the tragedy in Japan only underscores the benefits of dual sources. Presuming Sony does have an order from Apple, it's not clear what product -- iPhone, iPod, or iPad -- Sony's sensors will go into. While OmniVision risks the loss of some market share at Apple, it is hard to assess the effect given what is known, and strong growth in Apple's products will mitigate the impact.
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Fool contributor Cindy Johnson does not own shares of any company named above. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.