Would the Real Maker of the iPhone’s Camera Please Stand Up?

More information about the maker of the mysterious cameras inside Apple’s iPhone 4S emerged today, and one company’s shares shot up as a result.
iphone_camera

Apple’s iPhone 4S Cracked Open, Money Spills Out

Research house IHS iSuppli has opened up Apple’s iPhone 4S to see who’s in and out among its suppliers and to estimate how much it cost to make.
iphone_4s_teardown

OmniVision to Supply Front and Rear Cameras in Next-Gen iPad

Apple’s second-generation iPad will likely have a front-facing camera and a rear-facing camera as well, both to be supplied by digital-imaging outfit OmniVision. That’s the word from Detwiler Fenton, anyway.

OmniVision Shares Jump Despite EPS Miss, Weak Guidance

Has OmniVision (OVTI) finally gotten cheap enough? The company, which makes image sensors used in camera phones, yesterday posted slightly better-than-expected revenue for its fiscal first quarter ended July, but weaker-than-expected profits, along with disappointing fiscal Q2 guidance.

Time to Take Profits in Chip Stocks?

You might want to take some money off the table in chip stocks. That’s the advice this morning from American Technology Research analyst Doug Freedman. He notes that of the 19 companies he follows, 14 have posted gains of 5% to 25% since he upgraded the sector on April 4.