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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RE: Who knows
by Thom_Holwerda on Tue 15th Jan 2013 10:26 UTC in reply to "Who knows"
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Well, are you American? That could certainly explain a few things. Apple continues to do very well in the US, so it makes sense stocks are low there. However, I just now checked the Apple website in The Netherlands, Germany, and France - and *all models are in stock*. Even in the UK, traditionally a strong iPhone market in Europe, *all models are in stock*.

You can check this for yourself at,,, and

This seems to support the idea that while the US is still iPhone crazy, Europe appears to be shifting its attention elsewhere. This is supported by marketshare figures in at least The Netherlands, where Apple hovers between 10-15%, and Android eats up 75% - even after the introduction of the iPhone 5. Faltering iPhone sales in Europe could easily account for a reduction in parts orders.

EDIT: they're in stock in the US too. Has a new iPhone ever been in stock the world over this soon after launch?

Edited 2013-01-15 10:30 UTC

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