I’m here watching Walt Mossberg talk to Sony’s CEO, Sir Howard Stringer. Stringer just said that their camera image sensor facility in Sendai was affected by the recent tsunami/quake. In the next breath, he said something to the effect of getting image sensors to companies like Apple will be delayed.
Paraphrased: “Our best senor technology is built in one of the (tsunami) affected factories. Those go to Apple for their iPhones…or iPads. Isn’t that something? They buy our best sensors from us?”
Update: Interestingly, Sony doesn’t currently make any sensors for Apple, though there are rumors that the the company was dumping Omnivision for the iPhone 5. Perhaps this delay is a factor in the delay of the iPhone 5.