"The relationship with carriers -- which is very important -- is likely to take a slight blow here," said HSBC's Watanabe.
CSFB's Berman said Sony's recent tie-up with Swedish electronics giant Ericsson could prove to be key for a more reliable cell phone product line.
"The tie-up with Ericsson brings a lot of engineering skill. Ericsson has great engineers and software people and Sony has the marketing know-how," Berman said.
KDDI shares took a hit and closed 2.15 percent lower at Y545,000, erasing gains made the previous day. Sony shares were down 2.26 percent at ?7,800, underperforming the tech-heavy Nikkei 225 average, which fell 1.47 percent.
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