Taiwanese PCB component suppliers say their orders have been reduced by 10% on average for their orders placed by Apple. Sales of the iPhone 4 remain strong, as we saw in the last quarterly earnings report so the reduction in orders might possibly be in preparation for the next iPhone launch, slowly phasing down the current generation, knowing that people will hold on their purchases in anticipation of the iPhone 4S or iPhone 5, or whatever the next iPhone gets named.
If tradition is followed by Apple, the usual iPod refresh event it schedules in the fall, could be replaced with an iOS 5/iPhone 5 launch fanfare. The iPod-related stuff will then play second fiddle, or, seeing how there was no mention of a new iPod model in the iOS 5 code, might be sidestepped altogether. These events are usually taking place on the first Tuesday or Wednesday after Labor Day, with Wednesday taking precedence, so we might indeed see a joint iPhone 5/iOS 5 launch on September 7, to give Apple a headstart before Google's next Nexus phone.
source: RedmondPie & CNETUK
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