We’ve heard a lot of Apple’s movements in the world of component and parts production in the past couple of weeks. As we’ve been gearing up for the earnings call which took place a little earlier, we’d read all sorts of reports stating that Cupertino’s chiefs had ordered display panels for iPads and iPhones to be cut.
During the call today, Tim Cook took time to address these rumors non-specifically:
Months of rumors about order cuts and so forth, so let me take a moment to comment on these. No comment on any particular rumor.
I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.
Essentially: stories of weak demand don’t mean anything. Especially when the company has just announced its record quarter, selling 75 million iOS devices in the final three months of 2012.