DigiTimes is reporting that printed circuit board suppliers in Taiwan have trimmed down their quotes by 10% this quarter as Apple decreases orders. These are the same companies that supply parts for Apple’s iPad, and iPhones.
These companies expect for orders to pick back up in Q3 due to the introduction of the next-generation iPhone. The report doesn’t specifically state where the lower demand is coming from, but it’s safe to assume it’s from the iPhone 4, and not the iPad 2, which still has a waiting line.
In another totally unconnected report from BGR, they claim that the next-generation iPhone will, in spite of recent rumors to the contrary, have a “radical new case design”. The report also expects the new iPhone to be announced at a special event in early August, and a general launch later that month.
As I suggested above, this report flies in the face of other recent rumors, which suggest the next-generation iPhone will look nearly identical to the current iPhone 4, with only minor improvements such as an 8MP camera.
I think BGR’s timing is off. Apple always holds a special event in September for their iPod/music offerings. That will be when Apple introduces the new iPhone.