Remember having to wait for the iPad 2? Well, prepare to wait again, Apple
The report calls the defect a "delayed bubble" that appears only after production is complete and laminating begins. If true -- and that's a big "if" given DigiTimes' history -- Wintek, which is allegedly responsible for sourcing from 20% to 25% of Apple's iPhone touchscreens, could have trouble meeting its shipping deadlines.
Wintek, for its part, told the newspaper that all of its products were shipping on schedule. Whom to believe? I'm not sure it matters. Apple has enjoyed persistent buzz about the almost-mythical iPhone 5 for months. A Wintek flub would only add to the feeding frenzy by constricting supply, though probably not by as much as bearish investors would like to believe.
Yet there is a risk for Apple investors here. Google
How many would actually switch isn't really known, of course. A summer's worth of delays and rumors that the iPhone was heading to not just Sprint Nextel
The bigger risk may be to other suppliers, including OmniVision Technologies
But again, Apple prognosticators have long proved to be too pessimistic, and DigiTimes’ reporting has yet to be verified by a more credible source. Don't sell Apple on the basis of this rumor. Neither history nor the stock price justifies it.
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Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He owned shares of Apple, Google, and OmniVision Technologies at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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