The normal Apple analysis people/sites have been discussing this. You can run into things where Apple likes to have multiple suppliers, so maybe they decide to cut their order with supplier A by 50% because they don’t think they’re doing well enough where they can get a better price somewhere else.

Supplier A talks to a friend in the media and all of a sudden the story is that Apple has a big problem because their new phone isn’t selling.

What no one is saying (possibly because as we all know Apple like secrecy and repolish them) is that supplier B had a 30% increase in orders from Apple, or supplier C is now coming online when they weren’t involved before.

Since we don’t have the whole picture, it’s hard to know what’s actually going on outside of effectively one rumor.

Or it could be stock manipulation.