There's a comment by matrix07 on AppleInsider I think may be worth a read:
Look at the number here http://www.reuters.com/article/2013/01/14/us-apple-iphone-de...
Apple was expected to order 65 million screens?
Considering the best iPhone quarter is only 37 mil., and that's Christmas quarter. WTH Apple to order this much in a quarter AFTER Christmas?
Makes no sense.
[Edit: link to comment http://forums.appleinsider.com/t/155446/wsj-apple-cuts-iphon...]