When it “slashes” Apple, who can resist?
I can’t contradict the bearish Apple supply chain reports coming out of the Nikkei Asian Review over the past few weeks. I have no sources over there. I don’t know anything about Apple’s demand expectations, the mix of iPhone models it plans to build, how many OLED suppliers it may or may not have, or any of the other industrial secrets Nikkei claims to posses.
But I know a dog whistle when I hear it, and in the Nikkei stories below the verb “to slash”—to cut with a violent sweeping motion—is code for Apple is doomed.
- Jan. 29: Apple will slash its production target for the iPhone X
- Feb. 16: OLED panel glut looms as Apple slashes iPhone X production
- Feb. 20: Samsung to slash OLED panel output as iPhone X slumps
Here’s the thing about a verb like that: It’s almost irresistible. Here are a few reporters who couldn’t resist:
- Tim Hardwick, MacRumors: Apple’s Decision to Slash iPhone X Production Volume in Q1 2018 Could Delay Future OLED Models
- Chris Smith, BGR: Apple reportedly slashes iPhone X orders in half due to slow sales
- Minami Funakoshi, Reuters: Samsung Electronics to slash OLED panel production as iPhone X demand disappoints: Nikkei
- Tim Hardwick (again), MacRumors: Samsung to Slash OLED Panel Production on ‘Weak Demand’ for iPhone X, Claims Nikkei
Again, I can’t contradict Nikkei’s reports. But I can send my compliments to AppleInsider’s Mikey Campbell, who expressed skepticism about the sourcing, and to Patently Apple’s Jack Purcher, who pushed back with all his might: