- Echoing its Sep. 5 note, as well as a Sep. 9 Wedge Partners note, OTR says InvenSense (INVN -5%) could be running out of iPhone motion sensors due to production issues.
- Expectations of of one or more iPhone design wins have helped fuel InvenSense's big spring/summer rally. iPhone 5S/5C teardowns should start appearing tomorrow, after the devices go on sale.