Typical "analyst" bullshit. Even if the story were true, alternate explanations seem more likely. E.g. Apple is moving to a 6-month tempo for updates, which w

Typical "analyst" bullshit. Even if the story were true, alternate explanations seem more likely. E.g. Apple is moving to a 6-month tempo for updates, which would affect component ordering about now. Or, it could just be that Apple is moving more of its component orders from one manufacturer to another--many iPhone components are multiply-sourced.