Brian X. Chen, reporting for the NYT:
Apple does appear to be cutting back on orders for its latest
iPhone from its manufacturing partners, as Nikkei of Japan and The
Wall Street Journal reported earlier. Paul Semenza, an analyst at
NPD DisplaySearch, a research firm that follows the display
market, said that for January, Apple had expected to order 19
million displays for the iPhone 5 but cut the order to 11 million
to 14 million. Mr. Semenza said these numbers came from sources in
the supply chain, the companies that make components for Apple
The reduction in orders for screens could be related to excess
inventory, or because consumer demand for the iPhone 5 just was
not as strong as Apple had predicted, Mr. Semenza said.
“Certainly, demand from Apple to the display makers seems to have
been corrected pretty significantly,” he said.
A few differences between this report and yesterday’s from the WSJ and Nikkei (all in the NYT’s favor):