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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Apple, M. O.
by Beta on Mon 14th Jan 2013 16:34 UTC
Beta
Member since:
2005-07-06

I just thought this was something Apple always did, over‐order to ensure supplies and drive down per‐unit cost, and then reduce the order once they’ve got to a steady production of units ‐ their suppliers can’t exactly sell these components to anyone else with their exclusivity clause.

Or maybe that trip to China recently was in panic over lower sales? Or maybe that WSJ piece about cheaper iPhones was meant to persuade those Samsung buyers to hold on for news? Could all be PR to manipulate purchasing intent. Who knows.

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