DigiTimes explains from whence Apple rumors spring

“With a large-screen iPhone 6 possibly showing up this year, Digitimes Research provides some insight into where and when Apple rumors likely originate,” Brooke Crothers reports for CNET. “In an article posted Friday titled ‘Explaining the Chaiwan Model for the Mobile Supply Chain,’ Digitimes Research talked about, among other things, timing.”

“‘We may provide shipment data for Apple 1-2 months before [the product] even begins selling in the market, because that is when the supply chain delivers it to Apple,”‘ Digitimes Research said,” Crothers reports. “That may explain the crush of relatively reliable rumors that typically hit about a month before the product appears.”

Crothers reports, “But there are stages before that.”

Read more in the full article here.


  1. Over the years many supply chain rumors get it right. You just have to weight the rumors out. On the other hand, most Chinese sites with pictures of Apple’s products in the pipeline rarely pan out. I think Sonny Dickson is the only one with some credibility.

    1. Is that “wait” or “weigh”? I suspect the former, but the latter could work as well. 🙂

      I’m not normally part of the spelling police, but with it is interesting, I’m happy to get involved.

  2. Crothers reports, “But there are stages before that.”

    It’s those earlier stages that are particularly unreliable. The appetite for rumours about Apple is so intense that any snippet of details is latched upon and then extrapolated to create a rumour. Information taken out of context can be immensely misleading, so rumours based on scant information without context should be taken with a huge pinch of salt.

    The problem with DigiTimes is that they don’t make it clear whether a particular rumour should be taken seriously or not. They publish so many untrue rumours that smart people are less likely to believe their more credible rumours.

    Another area where DigiTimes makes spectacular mistakes is when Apple sources a component from more than one manufacturer. If they hear that supplier X is reducing production by 25%, they assume that demand for the Apple product using that component is down by 25%, while the truth can be that the alternative supplier Y is making those components better or cheaper, so manufacturing has been increased by Y and fewer are now needed from X.

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