June Quarter iPhone Sales
What Digitimes is claiming is they are lowering iPhone 4 orders in anticipation of the iPhone 4S start, which would be pretty logical since Apple has all the sales info and launch info. Assuming they start to bring down the channel inventory this qtr if they are building 18M we should have outstanding YOY growth again this qtr.
Apple ended the March quarter with target channel inventory and that needs to be taken into account in the June quarter numbers. I do expect strong YOY unit sales gains and a June quarter without the truncated shipment activity we saw last year.
Hello, the numbers will be hit by the stealth phone
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