The iPhone with the fastest roll out ever and has broken sales records does not seem to be meeting Apple's expectations.
According to sources speaking to Digitimes (opens in new tab), Apple will scale down its demand from Asian suppliers and reduce shipments scheduled for the fourth quarter of this year, to be delayed until the beginning of 2012.
Sources from the supply chain have suggested that Apple's officials over-estimated sales for iPhone 4S after it took the market by storm with pre-orders and in the first few days domestically and abroad; after this period sales have not maintained the trend.
In addition, problems with the supply of some key components has apparently forced Apple to take the measures. "Apple is likely to adjust downward its shipments of iPhones and iPads from related suppliers by 10-15% in the fourth quarter," Cage Chao of Digitimes reports.
Apple has accordingly reduced orders placed with various manufacturers from the iPhone 4S supply chain, such as case and camera lens makers as well as ODM assemblers.
However, market reports still seem to point towards the iPhone 4S being a real success, with 4 million units sold in the first week and stocks being exhausted rapidly on every new market it enters, but no one outside Apple knows the initial sales figures.