Investors shouldn't expect Apple to have shipped as many iPhones during the June quarter as originally called for, says Kaufman Bros. analyst Shaw Wu. While earlier suggesting that as many as 9 million iPhones could be delivered, Wu has downgraded the quarter to 7.5 million units, a million below even Street consensus numbers. The problem is believed to be twofold: issues with screen supply, and more difficulty in drawing down old inventory.