A couple of days ago a Wall Street Journal report claimed that Apple has scaled-back its Q1 2013 orders for iPhone 5 displays to half of what it originally intended. Other component orders were also reportedly diminished but according to new information from the New York Times, which is quoting NPD DisplaySearch analyst Paul Semenza, Apple has indeed scaled-back its display orders, but not at the huge scale previously reported. Order expectations were 19 million displays in January for the iPhone 5 but the reduced order refers to a number between 11 million and 14 million, according to supply chain sources. This could be equally because of displays existing on stock as well as a lower than predicted demand.
Meanwhile, other reports based on different analyst opinions claim that the reduction of orders is due to improved supply chain yield rates
On the other hand, Apple is Dialog Semiconductor’s largest customer, accounting for 60% of the company’s total revenue. Said company announced that it was expecting to report a significant increase over the last quarter of 2012. BGR speculates that, because Apple is the company’s largest customer, the better-than-expected numbers are due to high demand for Apple products.
Source: New York Times, Dialog Semiconductor