Yesterday's Wall Street Journal report that Apple had cut iPhone 5 parts orders due to weak demand for the phone may have been incorrect. Shaw Wu, an Apple analyst with Sterne Agee known for his insightful questions during Apple earnings calls, said in a note to investors today that suppliers still show demand that "remains robust."
Wu and several other Wall Street analysts believe that the rumored component order cuts have nothing to do with customer demand. Their take is that yields on the components have improved as suppliers gain experience, and Apple need
