Cage Chao for DIGITIMES:
Apple has informed upstream suppliers of parts and components for iPhone 4S to delay part of their shipments for the fourth quarter of 2011 to the first quarter of 2012 as sales of the iPhone 4S have not been as strong as those concluded in the pre-sales period and also due to shortages in the supply of some key components, according to sources at the iPhone 4 supply chain.
A misstep during the earnings call? Or perhaps this is a move to shift away from the current iPhone production as they have ample supply elsewhere. This move has a ripple effect across the industry, especially with Hon Hai.