This is Apple anticipating a big iPhone refresh cycle
"Combing through Apple’s quarterly filings in the last few years, I observed that Apple has indeed raised its manufacturing obligations with suppliers and vendors" — Uttam Dey
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]