AppleInsider's Daniel Eran Dilger calls BS on Bloomberg's Mark Gurman.
These two journalists, each with large followings on the internet, have been circling each other for some time. Gurman has been leading with his chin. Dilger just swung a punch.
Apple has been touting the HomePod’s superior sound quality but so far hasn’t enticed many consumers to part with $349. By late March, Apple had lowered sales forecasts and cut some orders with Inventec Corp., one of the manufacturers that builds the HomePod for Apple, according to a person familiar with the matter.
While Bloomberg based its entire story on the idea that Apple ostensibly cut its HomePod orders from Inventec in late March, it was previously reported in January that Inventec was "working on a relatively small initial shipment of 1 million speakers," out of a total of 10-12 million expected to be produced in tandem with Foxconn, with orders expected to be split between the two firms.
My take: Get the popcorn.
UPDATE: On Thursday, Above Avalon's Neil Cybart weighed in from Dilger's corner.
My suspicion is Bloomberg had one piece of information (Apple cuts HomePod orders with Inventec) and then searched for supporting evidence to reach a more substantive article. This explains the heavy reliance on data from Slice Intelligence and observations from unnamed Apple Store employees.
Unfortunately, we are left with an article that makes no attempt at quantifying claims that HomePod is stumbling out of the gate with actual sales or shipment figures. Instead, the piece does a great job at feeding existing narratives in the marketplace (and there are many of them). Everyone who declared HomePod a dud prior to launch is now using this Bloomberg article as evidence they were right. Welcome to the world of debating Apple success.