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Old March 19th, 2013, 04:07 PM   #161 (permalink)
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Originally Posted by EarlyMon View Post
It's commonly reported that the supply is the issue.

That story began in Taiwan 1) citing low yield issues on parts 2) by a financial analyst who's made his reputation accurately predicting iDevice trends.

Initial low yield rates are not uncommon, they're often expected.

A market analyst bending explanations in a legal fashion to support his own income is not unheard of either.

Now the story has changed from yield issues to supplier relationship issues.

I haven't tapped my sources yet because I don't want to stumble into something covered by an NDA that would muzzle me. However, if my magic 8 ball gets any ideas, I'll pass those along.

I will say what I've said before - Taiwan is an island and they know it. The semiconductor makers and product manufacturers have a common saying there - the island comes first.

I asked my magic 8 ball if the island would do whatever is necessary for HTC to succeed.

It said, all signs point to yes - so - we'll see.

I was getting the Tier one stuff from this article, which sites a One exec but who knows

HTC blames delay of One release on component shortages | PhoneDog

"According to unnamed HTC executives speaking to The Wall Street Journal, shipments of the One have been delayed due to shortages of parts for the unit's camera and metal body. "HTC has had difficulty in securing adequate camera components as it is no longer a tier-one customer," One exec said, explaining that the Taiwanese device maker is having a problem managing its parts suppliers since it has altered its order forecasts heavily and frequently after a drop in device shipments in 2012."
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