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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."

7 of 298 comments (clear)

  1. Market manipulation? by Dupple · · Score: 5, Insightful

    Someone is getting rich out of this

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    1. Re:Market manipulation? by Dupple · · Score: 4, Insightful

      That's an interesting read. Perhaps they've spotted a pattern. This story is very similar one that was reported last year regarding the 4S

      http://www.forbes.com/sites/ericsavitz/2011/11/09/apple-reportedly-tells-iphone-parts-makers-to-delay-shipments/

      I wonder what we'll see this time next year.

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    2. Re:Market manipulation? by NatasRevol · · Score: 4, Insightful

      Having worked in a newsroom and posted news stories online, I'll state that no good ones do.

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    3. Re:Market manipulation? by RoccamOccam · · Score: 5, Insightful

      There also hasn't been a successful jailbreak of iOS 6 on any device newer than 2010.

      Personally, I don't find that to be a selling point.

    4. Re:Market manipulation? by afidel · · Score: 4, Insightful

      Ditto, I like having control of my hardware, TYVM.

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  2. Apple by the+eric+conspiracy · · Score: 4, Insightful

    Apple has serious competition now. Back when they were the only game in town they could do as they pleased.

    But fat margins and high market share rarely last. And when margins and market share come down so does the stock.

    A company whose primary product is a smart phone has the highest market capitalization in history? That smacks of Tulips. You know it can't last.

  3. Re:so? apple is still selling less product by ArcadeMan · · Score: 5, Insightful

    iPhones are so cheap? Are you insane?

    iPhone 5 is what, around $200 with a 2-years contract in the USA? But these monthly fees are likely to be around $50 or more, so $200+(24x$50)=$1400 at the least.
    iPod touch 5th generation is $300. That's less than a quarter of the cost. There's free wi-fi everywhere in NYC so iPod touch + VoIP = free calls.

    And if people are too stupid to include their monthly fees in the cost of their iPhone, too bad. You can't fix stupid.

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