"buy now while the supplies last"
Remember, Axis is still a publicly traded company bound to disclose material events to investors.
This is coming from the CEO, not an RSM. When the CEO says this "could have effect on our sales towards the end of 2016", it is not a sales tactic, but a requirement to disclose to investors.
So, yes, I think it is a real problem. I also think this signals a real problem for Sony that Axis felt like it needed to disclose this.
Related, Sony issued their own disclosure a week or so ago, noting that factory might be closed for a month.
Thanks for sharing!
There was a real problem with disk drive supplies a number of years ago so I believe this is something to keep a close watch on.
For me this a good point for Axis, they announced that the sales will drop, but they will not try to find another supplier for their sensors, lets say from China. That means Axis is very focus on quality.
Sony sensor availability for 3MP is very tight. 2MP also very limited supplies. Manufacturers using Sony sensors will face extended delays.
Update from Axis Q2 report, 'very limited effect':
Since Sony is a supplier to Axis, we announced that it could have a negative effect on sales towards the end of 2016. After successfully taking a number of measures, we now estimate that it should have a very limited effect on our product supply.