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The Strange Math of Apple's Alleged Massive iPhone 5 Order Cuts

Posted by samzenpus on from the looking-at-the-numbers dept.

zacharye writes "The Sunday evening Wall Street Journal article claiming that Apple had cut its iPhone 5 display orders drastically for the March quarter made quite a splash. The way WSJ wrote its piece seemed to support the original Nikkei claim about Apple cutting its iPhone 5 display orders in half from the originally planned order of 65 million units. This would be a massive adjustment. 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 seemed to be referring to just iPhone 5 displays. The math just doesn't add up."

1 of 298 comments (clear)

  1. so? apple is still selling less product by alen · · Score: 1, Flamebait

    i rarely see ipod touches these days in NYC because iphones are so cheap. still means apple is not going to grow sales enough to keep the stock going up.

    stocks go up on growth. apple needs at least 20% revenue/profit growth to move the stock.
    in the US more than 50% of people have smartphones. the only people who don't have them are privacy nuts and old people. even my mom knows an ipad 5 is coming soon.
    apple's profits are in the $50 billion range.
    law of large numbers

    who else is left to buy an iphone 5? not the people in developing markets who can't afford them
    same with Mac's. Nice computers, but anyone willing to spend $2000 on a laptop already has one. and the ipad is making a traditional computer something you rarely use at home

    this is the genius of Google's latest nexus phone. why compete with apple where they will lose when they can grab market share where apple can't go?