Linked by Thom Holwerda on Mon 14th Jan 2013 15:14 UTC
Apple The Wall Street Journal: "Apple has cut its orders for components for the iPhone 5 due to weaker-than-expected demand, people familiar with the situation said Monday. Apple's orders for iPhone 5 screens for the January-March quarter, for example, have dropped to roughly half of what the company had previously planned to order, two of the people said. The Cupertino company has also cut orders for components other than screens, according to one of the people." The WSJ is usually very well informed about Apple matters (and Japanese business new Nikkei reports something similar), so it's a safe assumption that they're not making this up. What, exactly, this means, we don't know; perhaps a new model already? Seems strange they would switch to a different screen this quickly, though. Android (more specifically: Samsung) keeps on growing, so it's only inevitable that Apple would feel a sting there at some point. We'll know for sure on the 23rd, when Apple's latest quarterly results come rolling in.
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RE: The strange math
by Thom_Holwerda on Mon 14th Jan 2013 16:57 UTC in reply to "The strange math"
Thom_Holwerda
Member since:
2005-06-29

Nikkei mentions the 60+ million figure - the WSJ does not. Instead of treating it all as the same set of datapoints, it makes more sense to discard Nikkei's 60+ million figure than it does to attach the figure to the WSJ's (virtually always) reliable Apple information.

But hey, we'll see.

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