Several parts manufacturers including Foxconn and Pegatron have seen reduced orders since November and sources from inside some of them expect that the four-inch iPhone will not provide enough to fill that gap.
Flexible PCB maker Flexium Interconnect saw a 45.6 percent month-to-month revenue decline for December. Another FPCB maker lost 40 percent in December. Pegatron, after experiencing three consecutive months of revenue drops, is looking for sales to stay flat through March.
While Apple continues to do fine in its earnings reports, we have to wonder if the tide will fail some boats this year.