That Micron’s (MU) Aptina unit is regaining share in both mobile phones and notebooks is actually a pie in the sky hope. Micron and Aptina are really on the brink of bankruptcy if you look at the stock price of Micron and Aptina is definitely giving forward looking statements.
Other sources indicate that image sensors are soaring and Omnivison is STILL the leading cmos image sensor business, that is making large sums of money and has virtually no debt.
You have to take in account that there are tons of want to be companies popping up all over the map, claiming they are going to be a big competitor in the future. Omnivision is there, here and now.