Some analysts caution against correlating the cuts to Apple’s
supplier orders with poor sales, because of the complexity and
opacity of the company’s supply chain.
“We’ve seen this several times. There are too many moving parts in
the supply chain to draw any conclusions,” said Benedict Evans,
who covers mobile and digital media at Enders Analysis, a research
consultancy in London.
“We don’t know what other suppliers they use or what inventory
they already have.”