??

http://www.businessinsider.com/the-real-reason-apple-cut-its-iphone-5-orders-2013-1

Is that cuts in half of what was already ordered, or cuts half of what was estimated they would order? My guess is that there will be a clarifying report in a day or two and it will turn out that this is a non story. The Jan 23 report will be quite interesting.

So, the iPhone 5 have been in stock for few weeks after months unavailability due to high demand. Now all the sudden the demand is weak and Apple is doomed. Do these people read what they write?!! You know.. it is impossible to be due to supplier change, quality control issue, or many other reasons that make more sense.

Sure the demand now is not as high as it used to be few weeks ago but we all know Apple is the king of supply management and they are conservative with their orders.

Apple is Doomed™

Quote:

Originally Posted by Quadra 610 

??

 

http://www.businessinsider.com/the-real-reason-apple-cut-its-iphone-5-orders-2013-1

But surely if there was a new model coming up (due to a new aggressive update schedule) they would have known that, and simply not ordered as many iPhone 5 parts in the first place, rather than order a year's worth and then cancel half the order.

Sylvie Barak

11/9/2011 8:30 PM EST

That article was from 2011, right before the epic earnings reported in Jan 2012.

Might explain why the 5 is launching among smaller carriers much faster than previous models. I mean who saw Straight Talk offering it? The 4, sure, but the 5?

Getting tired of all the "finally in stock" mentions as well. All the brick and mortar stores in Alaska were fully stocked with all colors and capacities two weeks after launch, so availability wasn't exactly an issue for this product cycle assuming other states had their shit equally together as the frozen North.

Either way, is this really news? Apple is going to post another record quarter, and the brand remains strong. Nuff said.

I'm preparing the shorts right now. Easy money coming today! Everybody, get ready for the plunge!

It's the typical naysayer-doomsday Apple news...I say bring it, I want to see Apple go work on something new already. iPhone is a great product line, it's time show the industry how to re-invent something else.

Typical crap journalism being used to drive the stock price down before earnings. 

Quote:

Originally Posted by Rogifan 


It's working....stock is down 5% on Frankfurt market.

It's going to tank big time.

Even without the iPhone Apple is underrated.

Or they have new production coming on line from another manufacturer who has not provided information to the media regarding production volumes. 

Or Apple did not change anything and this is mis-information whether intentional with a purpose or unintentional. 

Or higher than expected yield rates, or would that be lower than expected defect rate? Wasn't there all sorts of news about production problems? If resolved did anyone adjust the overall production to account for this? The folks who made the propellant for the Space Shuttle's Solid Rocket Boosters found out the hard way what happens when you don't adjust your production rate in real time based on demand. 

Or... come on guys... we can come up with more wild speculation that is just as plausible as the "analysts" can't we? 

Not necessarily. I'd guess Apple has multiple contingency plans for new iPhone models. It could be that Plan A is to introduce a new model on an accelerated schedule, but Plan A depends on a bunch of things working out. Plan B could have been to continue with the iPhone 5 on the "old" schedule, and Apple might have placed orders under the conservative assumption that Plan B would be necessary. Could be that Apple has now determined that Plan A is feasible, so they are cutting the orders necessary to support Plan B. 

Another possibility is that the success of the iPad Mini (and iPad 2) has lead to Apple re-evaluating some things. For example, maybe there are quite a few people out there who just don't care about retina screens and would like a reduced price. Might Apple come out with a less expensive iPhone that uses the old 3GS screen, but maybe paired with an A5 or perhaps A6- (ie, an A6 with fewer graphics cores)? If so, that would certainly involve a change in screen orders. 

Quote:

Originally Posted by ascii 

But surely if there was a new model coming up (due to a new aggressive update schedule) they would have known that, and simply not ordered as many iPhone 5 parts in the first place, rather than order a year's worth and then cancel half the order.

Quote:

Originally Posted by ifij775 

This article just seems to be a rehash of the last supply cut article last month

The explanation at that time was that the iPhone 5 was much harder to assemble without damage, thus production output was slower, thus incoming parts were beginning to pile up  ... so, parts orders had to be slowed down.    This would also explain why production would continue over the New Year.

So you're right, a question is, is this just a repeat of last month's news?

Quote:

Originally Posted by Rogifan 


Interesting how this story leaks on Sunday night right in time to impact Monday trading. And right before earnings release. So now we get a week and a half of stories about how Apple is finished if their next phone isn't a carbon copy of Samsung's next phone.

Perfect timing for calls due in a week. The WSJ has released negative Apple stories in past that seem suspiciously timed to earnings reports. I am sure that the SEC will react aggressively by raising their eyebrows for 5 minutes this morning...