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[3]: Who knows
by mkone on Wed 16th Jan 2013 21:14 UTC in reply to "RE[2]: Who knows"
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Thank you. There is no way that Apple would even dream of selling 65m iPhone from January to March. Their best ever quarter, that includes a holiday season, saw them sell 37m phones. For them to best that, in an after holiday quarter and almost double it would be unheard of. And Apple are anything but stupid.

In fact, Apple gave guidance for Q1 2013 (their financial year, not the calendar year) and they estimated revenue at $52bn. 65m iPhones would represent a revenue of approximately $43bn. To put that in perspective, that would make the iPhone the largest company of earth.

If we were forecasting revenue of the iPad of about $10bn (same as Q1 2012), music $2bn, peripherals $1bn, iPod $2.0bn (a little less probably), desktops $2bn, portables $4.5bn.

So, adding all the numbers together, one would have to believe Apple believed they were on for record revenues on the order of $64.5bn+.

The 65m number is absolutely ridiculous. Heck, even Samsung isn't shipping that many smartphones in a quarter yet!

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