While I agree they dominate the market completely...there is also no question a 25% drop in production is not good news.
Possibly, but not likely :
"It seems likely that Apple is balancing its warehouses ahead of predicted demand, with the promise of the iPad 3 acting as a cut-off point for the existing model. ... Brazilian factories are tipped to be coming on line with iPad production in December as part of a push to reduce prices of the coveted slate in the country."
More likely good inventory planning (unlike Playbook), and/or balancing global manufacturing capacity.
"It seems likely that Apple is balancing its warehouses ahead of predicted demand, with the promise of the iPad 3 acting as a cut-off point for the existing model. ... Brazilian factories are tipped to be coming on line with iPad production in December as part of a push to reduce prices of the coveted slate in the country."
More likely good inventory planning (unlike Playbook), and/or balancing global manufacturing capacity.
- R.
If that is the reason then I would agree with you. It seems like a guess though.