Originally Posted by Dick Applebaum
what strikes me as odd, about this rumor, and several others, is the bit about the delay caused by the Chinese New Year.
Tim Cook set up the supply-chain and has a reputation sans rival in supply-chain management.
It is inconceivable
that Tim would not have factored
the Chinese New Year break into his planning.
Then. there is this article:iPhone 5 Might Not Launch Until September
This, too, appears to be related to supply-chain uncertainties.
, who is paying billions to schedule parts and manufacturing capacity to keep the supply-chain humming -- suddenly has forgotten how to do basic scheduling?
Something is wrong with the picture being painted!
One possible rationale for how this could be true is that now there are an ever increasing number of companies building devices similar to iPhones and iPads. Despite the desirability of signing agreements with Apple to provide large quantities of components, it is undesirable for component suppliers to leverage their operations too highly on a single buyer. It could be that Apple's components are being squeezed somewhat by suppliers wanting to be diversified.
Also, I guess it could be said that a supply chain is only as strong as its weakest link. While Apple is rumored to have pre-paid huge amounts for certain components, a shortage of any crucial component would delay things.