Last week, the Apple blogosphere shook with a rumor a bit schematically origin in the Wall Street Journal saying Apple has scale back its orders for the screens of the iPhone 5 by 50%. Naturally, Apple shares took a dive as well, and the usual parade of pundits were out in full force, proclaiming that the application for the iPhone 5 faded.
Now that Apple has released its earnings, we know that demand for the iPhone remains strong. Tim Cook noted that the offer was limited throughout the quarter, and through all this, Apple has managed to sell iPhones 47.8 million, jumped by 30% since the same quarter last year.
With regard to the reports that the iPhone is on the decline, it has been speculated that reduction Apple poster orders (which sweat, not only at the level originally reported) was simply the result of the improvement of yields on robust manufacturing displays. In a note to investors, analyst of JP Morgan Mark Moskowitz explained, "in our opinion, the potential order cuts are a direct result of the manufacture gives improve following product deployments fast and furious of the iPhone 5 new iPads and Macs. ''
All this being said, Tim Cook during earnings conference call Apple today asked flat out on iPhone application in the next quarter.
Cook then took the opportunity to address, sort of, the rumor above concerning the application of flat iPhone.
If you look at the iPhone sales throughout the quarter, we were limited to a large part of the area on the iPhone 5. So as we begin to ship more, sales increased with the production. iPhone 4 was forced for the whole quarter, and sales remained strong.
Months of rumors on the reductions of the order and so on, so let me take a moment to comment on them. No comment on any particular rumor that I would spend my life to do it. I suggest sound good to question the accuracy of all kind of rumour about the construction plans. Even if a particular point of factual data, it would be impossible to interpret this data point as to what that meant for our company. The supply chain is very complex and we have multiple sources for things. Yields can vary, the performance of service providers may vary. There is a long excessive list of things that can make any single data point not a great proxy for what is happening.
So, basically, if you want to take an optimistic view of things, we should not to excite all a mere rumor from typical uncorroborated sources. And even if we have a fact - in this case, Apple drop display orders - Cook reminds us that such a change could be the result of a number of factors. Yields may improve, Moskowitz wrote last week, and as suggested by Cook, Apple has many suppliers, so it's important to remember that any digestion 'facts' that applies to issues such as iPhone application should be examined with the good contextual framework - something that analysts often seem to forget.
Finally, it is easy to get carried away by rumors, but let us not forget what is really - and hard-chills.
To this end, Apple sold more iPhones this quarter than ever before in the history of the company. sales of the iPhone in China increased by three digits on a percentage basis. And Cook noted, inter alia, that the proportion of sales of the iPhone 5 measured against total iPhone sales is the same as the iPhone 4s in the same quarter of a quarter. Translation? The iPhone 5 seems to do very well.
transcript via Mac rumors
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