With about four months left until Apple's worldwide developers conference, chatter intensifies that Apple is re-aligning its suppliers. With both the iPhone 5S and iPhone 6 allegedly spotted in the wild and leaked parts cropping up on Chinese forums, new reports indicate that Apple has substantially cut iPhone 5 screen and chip orders.
And because Apple is the world's top chip buyer second only to Samsung, any material change in its orders immediately reflects on the entire industry. Little wonder that researches are now calling for a slow down in semiconductor equipment manufacturer orders...