It was in the face. Yesterday, when we talked about the supposedly low demand for the iPhone 5 and that Apple would have cut the order of 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 spoke, but the story is a little different. Paul Semenza, an analyst at NPD DisplaySearch, said Apple would 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 said that Apple would have reduced the initial order by 65 million, without setting a new number. But even in the best dreams of Tim Cook (Apple CEO) and Peter Oppenheimer (CFO), Apple would sell something close to 65 million in the quarter from January to March 2013. To have an idea, the projection of iPhone sales for the last quarter (from october to december 2012 – the most important of the year) is less than that, around 53 million. Between January and March 2012, the Cupertino firm sold 37 million. In other words, this projection of 65 million is totally exaggerated and nobody knows very well where it came from.
Analysts Shaw Wu of Sterne Agee and Mark Moskowitz of JP Morgan believe that demand for the iPhone 5 remains robust and are not concerned by 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 launched and the Christmas season has also passed, so it is normal for things to go normalize a little bit now, which is quite different from what some sites are saying out there. Someone is making a lot of money with this story, after all, stocks fell well yesterday – they continue to fall today – and they have everything to rise with a certain force next week, when Apple will release its financial results for the most profitable quarter of the year.
Oh, and to complete the mess, anyone / website 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 the Apple, according to Jim Dalrymple, from The Loop, you can do absolutely nothing, as SEC rules prohibit the company from speaking publicly about it.
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