It was in the face. Yesterday, when talking about the supposedly low demand for the iPhone 5 and that Apple would have cut the order for components for the manufacture of the device in half, many doubts and questions remained in the air.
Brian X. Chen, from NYTimes.com, investigated the matter and concluded that Apple would have even cut orders for components like the Nikkei it's the WSJ.com they spoke, but the story is a little different. Paul Semenza, an analyst at NPD DisplaySearch, said Ma was going to acquire 19 million displays in January, but cut orders to between 11 and 14 million. Semenza said the numbers came from sources in the supply chain. According to him, the reduction in orders may be related to excess inventory, improvements in the production rate or, in fact, to the drop in consumer demand.
As we can see, the story is very different from what was said yesterday. We didn't even mention it, but the Nikkei it's the WSJ.com they said that Apple would have reduced the initial order by 65 million, without setting a new number. Only in the best dreams of Tim Cook (Apple CEO) and Peter Oppenheimer (CFO) Ma would sell something close to 65 million in the quarter from January to March 2013. To give you an idea, the iPhone sales projection for the last quarter (from October to December 2012 the most important of the year) less than that, around 53 million. Between January and March 2012, the Cupertino firm sold 37 million. That is, this 65 million projection is totally exaggerated and no one knows very well where it came from.
Analysts Shaw Wu of Sterne Agee and Mark Moskowitz of J.P. Morgan believe that demand for the iPhone 5 remains robust and are not concerned with these speculations.
Once again, a reduction in the order of components at the beginning of the year is more than normal for the reasons explained above: it has been a few months since the iPhone 5 was released and the Christmas season has also passed, so it is normal for things to normalize one little now, which is quite different from what some sites are saying around the world. Someone is making a lot of money from this story, after all, stocks went well yesterday and continue falling today and have everything to go up with some strength next week, when Apple releases its financial results for the most profitable quarter of the year.
Oh, and to complete the mess, anyone / site can say that Apple cut orders and say it heard the story from an anonymous source. If the vehicle is influential, such as a WSJ.com of life, the damage is done. But Ma, according to Jim Dalrymple, from The Loop, it can do absolutely nothing, as SEC rules prevent the company from talking publicly about it.
(via Daring Fireball, AppleInsider: 1, 2)