OmniVision shares were shaken on Wednesday after unofficial supplier checks by Baird analyst Tristan Gerra suggested it might lose out on supplying cameras for the iPhone 5. An eight-megapixel sensor rumored for Apple's smartphone, most likely the OV8820, "may not be ready" for the mid-summer launch. Sony may have to step in and could have "all" of at least the first wave of orders, Gerra said.