Doug, the issue is not whether anyone has a better sensor, the issue is whether there is another possible sensor source for Phase and Hassy. I guess Dalsa and whatever the former Kodak house is called now can both create a sensor and have it fabbed, as they make military and remote sensing sensors, but they won't be able to do the nice focus-pixel stuff that is needed for mirrorless, they won't be able to do video, and they won't be drop in designs for the existing software.
Phase and Hassy are now in a very precarious place. If Sony *need* to make 50 million iphone sensors in 6 months they may decide getting the 100MP fab up is simply to much trouble, during this time frame, and pay the million dollar penalty this entails to get out. Not that they would,pay it, their insurance company would pay it.
Canon, Nikon, Pentax, Panasonic compacts and dSLRs etc all have multiple sources available - or in the case of Canon a complete inhouse solution, up to and including masks and fab. Olympus uses Sony only, I believe, but they are part owned by ... Sony.
I see ... the aftermaths of an earthquake. I've been in a 7.5 and it teaches you to fear God, even if you are not a believer.
Edmund
PS Doug: Is the 100MP shipping again?
Please let me know which camera company has used more brands/sources for sensors than Team Phase One over their history. They've used sensors from just about everyone, selecting the best sensors available at any given time, including designing/commissioning their own sensors as needed (the sensors in the IQ360 and IQ380 were co-designed by and exclusive to, Phase One).
Please let me know a camera company shipping a camera with a better sensor than that in the IQ3 100mp.
You have to squint *really* hard to see anything besides a very good situation (both in absolute and relative terms) for Phase One over the last several years. They've never been in a position this strong.