This video gives you a sense of just how much damage the Japanese tsunami has done to electronics production, including that of Sony [SNE], now thought to be the supplier of future camera modules for the Apple [AAPL] iPhone 5. It doesn't take too much genius to figure out that chaos such as this will be impacting across the consumer electronic supply chain.
Sony CEO Howard Stringer said last weekend that the recent Japanese quake/tsunami/nuclear disaster had affected the company's Sendai plant, where it produces CMOS camera sensors. Stringer claimed Apple buys its sensors from Sony. The video shows one of Sony's Sendai plants. As reported, this one produces professional video tapes, blank Blu-ray Discs and other media products. The disaster means "Sony won't be able to make some of these products for months to come," reports Martyn Williams. The impact? There's already a shortage of HDCAM video tape for portable video cameras.
Sony CEO Howard Stringer said last weekend that the recent Japanese quake/tsunami/nuclear disaster had affected the company's Sendai plant, where it produces CMOS camera sensors. Stringer claimed Apple buys its sensors from Sony. The video shows one of Sony's Sendai plants. As reported, this one produces professional video tapes, blank Blu-ray Discs and other media products. The disaster means "Sony won't be able to make some of these products for months to come," reports Martyn Williams. The impact? There's already a shortage of HDCAM video tape for portable video cameras.
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