“This would be a massive adjustment,” Kuittinen writes. “But Apple uses the same new display type for both iPhone 5 and the latest iPod touch. Neither WSJ nor Nikkei addressed this, however — both seem to be referring to just iPhone 5 displays.”
Kuittinen writes, “why did Nikkei publish a report stating that Apple had halved its display orders for the quarter from 65 million units? Nikkei was quite specific with the 65 million number. And it clearly tied it to iPhone 5 component orders, not total iPhone or iPhone 5 and iPod touch orders. In what world did Apple expect to order components for 65 million iPhone 5 handsets in the seasonally soft March quarter?”
Read more in the full article here.
[Thanks to MacDailyNews Reader "Fred Mertz" for the heads up.]
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