Linked by Thom Holwerda on Tue 15th Jan 2013 09:12 UTC
Apple The New York Times also chimes in on the reduced orders, and they have numbers which seem more realistic. "Apple does appear to be cutting back on orders for its latest iPhone from its manufacturing partners, as Nikkei of Japan and The Wall Street Journal reported earlier. Paul Semenza, an analyst at NPD DisplaySearch, a research firm that follows the display market, said that for January, Apple had expected to order 19 million displays for the iPhone 5 but cut the order to 11 million to 14 million. Mr. Semenza said these numbers came from sources in the supply chain, the companies that make components for Apple products." Some suggest this is stock manipulation, and while that is an exciting story to be sure, would respected and well-informed newspapers like The Wall Street Journal and The New York Times participate in something like that? Somehow, I highly doubt it. A far more logical explanation, as NYT details, is that the iPhone simply isn't doing overly well outside of the US.
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Who knows
by wocowboy on Tue 15th Jan 2013 10:05 UTC
wocowboy
Member since:
2006-06-01

I'm sure the anti-Apple legions will be out with their "Apple is done" obituary posts, but really, this news is a bit odd. Just a couple weeks ago, Apple's website showed a week delay in shipping for various models of the iPhone 5. Some carrier stores here are just now able to get enough in to satisfy the demand from customers who have not been able to buy one since they were launched and throughout the Christmas buying season.

I lean more towards the idea that Apple is moving to a quicker refresh cycle for some of their products, as evidenced by the iPad 4th-gen, plus the general downturn in consumer spending post-Christmas. Like all these other writers, bloggers, etc, I have absolutely nothing concrete to make this prediction on, but it certainly seems to make more sense than to say that demand has instantaneously vanished for the product in the 2 weeks after Christmas.

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