Sony Group(US:SONY) Ge Long Hui·2025-08-12 08:45Core Viewpoint - Sony's stock is down 1.4% in pre-market trading due to concerns over potential competition from a collaboration between Samsung Electronics and Apple in the image sensor market, which could threaten Sony's dominant position as the exclusive supplier of image sensors for Apple's iPhones [1] Group 1: Market Position - Sony currently holds the exclusive supply contract for image sensors required by Apple for its iPhones, which have seen annual sales exceeding 200 million units in recent years [1] - The collaboration between Apple and Samsung could result in Sony losing a significant revenue stream, as the demand for image sensors from Apple is substantial [1] Group 2: Competitive Landscape - The partnership between Samsung and Apple in the image sensor space may disrupt Sony's market leadership, highlighting the competitive dynamics within the technology sector [1]