While others have speculated Thai flooding is slowing down iPhone (AAPL) production, Rodman...

|By:, SA News Editor

While others have speculated Thai flooding is slowing down iPhone (AAPL) production, Rodman & Renshaw claims low manufacturing yields for an unnamed "key component" is the culprit, and could result in calendar Q4 shipments of only 30M, below Street estimates. Could the component be OmniVision's (OVTI) BSI-2 image sensor? OmniVision, which warned recently, has struggled with BSI-2 yields.