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Reports of Apple iPhone Supply Contraction- Tempest in a Tea Pot

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For Apple, the deemed most valuable listed company for Wall Street investors, anything written about the company, especially downbeat, draws many eyeballs. Today’s front page article published in The Wall Street Journal, Apple Cuts Orders for iPhone Parts As Demand Slips, is no exception.(paid subscription or free metered view). The article summarizes reports from insider sources (most likely Apple suppliers) that indicate that orders for iPhone 5 LCD screens have dropped to “roughly half of what the company had previously planned to order.” Apple allegedly notified of the supply cutback in December. The WSJ concludes in its report that this development indicates that sales of the latest iPhone have been not as strong as previously forecasted due to stronger market competition. As expected, the story had a downward impact for Apple’s stock. Supply Chain Matters is of the view that one should not jump to business conclusions on the basis […]

Boeing’s 787 Dreamliner Program Continues to Stress


Supply Chain Matters provides yet another commentary related to the ongoing developments concerning the Boeing 787 Dreamliner.  Our last commentary just a few days ago noted the continued frequency of component failure and other operational incidents that continue to place this new aircraft in the traditional and social media limelight.  Since that time, incidents continue on a daily basis, and yesterday, the same Japan Airlines 787 that was involved in a fuel leak incident in Boston last week, again experienced a notable on the ground fuel leak, this time in Tokyo. While it is common for any new aircraft model to have some initial operational issues, the troubling aspect for the 787 is the variety and frequency of different problems, which cumulatively add more speculation as to the overall safety and reliability of this aircraft.  It also sheds some additional doubts on the integrity of manufacturing and supply chain related […]