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It isn't unsourced. They tell you the source in the article. This is from The Nikkei newspaper, as in The Nikkei Index. This is Japan's largest financial newsp

by erdevs 10y ago

It isn't unsourced. They tell you the source in the article. This is from The Nikkei newspaper, as in The Nikkei Index. This is Japan's largest financial newspaper. It is original research performed by seasoned financial journalists. The Nikkei is actually the largest financial newspaper in the world, with a subscriber base of over 3M. Nikkei also owns the Financial Times among other assets. You've provided no reasonable basis whatsoever to doubt their journalism. > I've begun to suspect that analysts literally make these up In an era where patently false "news" pervades society, it does not help to blithely claim that real, reputable journalism is simply "made up". Also, this wasn't even an analyst firm, it is investigative journalism based on several primary sources with direct knowledge of the matters at hand. Also, a quick Google search will provide more detail: http://www.usatoday.com/story/96001250/ http://www.usatoday.com/story/96001250/ ... Note how this journalist mentions that Apple has been hinting about this on recent quarterly calls.

maxerickson 10y ago
Fake news isn't pervasive. 15 minutes later: parent edited "fake news" out of their comment.
weego 10y ago
Please tell me you don't buy the "the internet is full of fake news" narrative that dying traditional media industry is peddling...
pg314 10y ago
This is not the first time reputable organisations have wrongly inferred sluggish iPhone sales numbers. In Apple's 2013 Q1, Tim Cook, Apple's CEO, warned against reading too much into any rumors about order cuts gleaned from supply chain data after an incorrect story in the Wall Street Journal [1]. I've seen more of these stories that later proved wrong than that were correct. [1] http://www.imore.com/tim-cook-addresses-rumors-about-apple-cutting-orders-tells-wall-street-smarten-hell http://www.imore.com/tim-cook-addresses-rumors-about-apple-c...
- erdevs 10y ago
  It's well and good to point out that analysis based on supply chain sources may draw inaccurate conclusions and definitely to demonstrate that such analysis has been wrong in the past (it certainly has, for Apple and others). I do not claim to know whether this analysis will bear out in reality or not. I'm merely pointing out that it is nonsensical to blithely dismiss it or claim it may simply be "made up" when it is at least based on primary sources and real journalism. With respect to your specific example, I'd say the WSJ article which the article you linked is referring to appears to have actually borne out with the benefit of hindsight. Q1'13 production supply orders affect supply in subsequent quarters, and a reduction in orders means there is less expected growth. The article you linked expresses skepticism that this is the case, but it appears that it was. iPhone sales growth YoY slowed dramatically subsequent to Q1'13... For example Q1'14 saw ~10% sales growth over Q1'13 versus ~30% YoY growth the year prior and ~100% the year preceding that. To the extent the article indicates that demand and production are falling off from previous growth rates, it appears to have been accurate. The above doesn't mean that this new report will be proven out. Nor even necessarily that the previous reporting you cited was actually correct. But it doesn't appear to be a clear whiff either.
  - pg314 10y ago
    You are being very charitable to the WSJ. The WSJ article in question said in the second paragraph [1]: Apple's orders for iPhone 5 screens for the first quarter, for example, have dropped to roughly half of what the company had planned to order, the people said. In the three first months of 2014 Apple sold 37.4 million iPhones, compared to 35.1 million in the three first months of 2013 [2]. Unless you believe that they internally projected to sell anywhere near 75 million phones (more than the 47.8 million iPhones sold in the last three months of 2013, traditionally their strongest quarter by far), that rumor reported by the WSJ was flat out wrong. [1] http://www.wsj.com/articles/SB10001424127887324235104578241051730364998 http://www.wsj.com/articles/SB100014241278873242351045782410... [2] http://www.apple.com/pr/library/2013/04/23Apple-Reports-Second-Quarter-Results.html http://www.apple.com/pr/library/2013/04/23Apple-Reports-Seco...
    - 10y ago

by erdevs 10y ago

maxerickson 10y ago

Fake news isn't pervasive. 15 minutes later: parent edited "fake news" out of their comment.

weego 10y ago

Please tell me you don't buy the "the internet is full of fake news" narrative that dying traditional media industry is peddling...

pg314 10y ago

This is not the first time reputable organisations have wrongly inferred sluggish iPhone sales numbers. In Apple's 2013 Q1, Tim Cook, Apple's CEO, warned against reading too much into any rumors about order cuts gleaned from supply chain data after an incorrect story in the Wall Street Journal [1]. I've seen more of these stories that later proved wrong than that were correct. [1] http://www.imore.com/tim-cook-addresses-rumors-about-apple-cutting-orders-tells-wall-street-smarten-hell http://www.imore.com/tim-cook-addresses-rumors-about-apple-c...

erdevs 10y ago
It's well and good to point out that analysis based on supply chain sources may draw inaccurate conclusions and definitely to demonstrate that such analysis has been wrong in the past (it certainly has, for Apple and others). I do not claim to know whether this analysis will bear out in reality or not. I'm merely pointing out that it is nonsensical to blithely dismiss it or claim it may simply be "made up" when it is at least based on primary sources and real journalism. With respect to your specific example, I'd say the WSJ article which the article you linked is referring to appears to have actually borne out with the benefit of hindsight. Q1'13 production supply orders affect supply in subsequent quarters, and a reduction in orders means there is less expected growth. The article you linked expresses skepticism that this is the case, but it appears that it was. iPhone sales growth YoY slowed dramatically subsequent to Q1'13... For example Q1'14 saw ~10% sales growth over Q1'13 versus ~30% YoY growth the year prior and ~100% the year preceding that. To the extent the article indicates that demand and production are falling off from previous growth rates, it appears to have been accurate. The above doesn't mean that this new report will be proven out. Nor even necessarily that the previous reporting you cited was actually correct. But it doesn't appear to be a clear whiff either.
- pg314 10y ago
  You are being very charitable to the WSJ. The WSJ article in question said in the second paragraph [1]: Apple's orders for iPhone 5 screens for the first quarter, for example, have dropped to roughly half of what the company had planned to order, the people said. In the three first months of 2014 Apple sold 37.4 million iPhones, compared to 35.1 million in the three first months of 2013 [2]. Unless you believe that they internally projected to sell anywhere near 75 million phones (more than the 47.8 million iPhones sold in the last three months of 2013, traditionally their strongest quarter by far), that rumor reported by the WSJ was flat out wrong. [1] http://www.wsj.com/articles/SB10001424127887324235104578241051730364998 http://www.wsj.com/articles/SB100014241278873242351045782410... [2] http://www.apple.com/pr/library/2013/04/23Apple-Reports-Second-Quarter-Results.html http://www.apple.com/pr/library/2013/04/23Apple-Reports-Seco...
  - 10y ago