It’s interesting to note, however, that back in June, Jefferies
analyst Peter Misek reported that Apple had cut production orders
for iPhones, based on his “inventory checks.” Misek didn’t detail
all of his research, but he did specifically note one reason for
believing that Apple was cutting its iPhone orders.
“Our checks also indicate,” Misek wrote, as covered by CNET,
“that Apple’s wafer starts at Samsung’s Austin fab have likely
We don’t know that Misek’s understanding of Apple’s “wafer starts”
in Austin were accurate, but if they were, there’s more than one
reason for that to occur.
The problem for Misek: speculation is mounting that the A7 is produced by TSMC, not Samsung. Thus, he may be right that Apple cut orders from Samsung, but wrong about the reason. The time may have come where Apple has told Samsung to, well, take its flunkies and dangle.