In yesterday’s column, I wrote about the contradictory information being posted about iPhone X sales. Some reports, claiming to be based on supply chain data, delivered a dire picture, that sales are way below expectations, and component orders have been cut for the March quarter. Others suggested that Apple’s high-end smartphone is doing better than […]

To put this all in perspective, consider the time when published reports indicated that demand for the iPhone 5 had collapsed towards the end of 2012. It was all based on claims of reduced component orders from Apple’s complicated supply chain, and the stock price fell appropriately. Except, when actual sales for the December 2012 […]