No, in fact, they don’t. _No one_ has inside quantitative data to Apple’s supplier relations to what Apple Can produce in terms of quantities with manufacturing on mass levels with the iPhone and components. Unless you have something contradicting, please provide a direct source how they have direct access exact numbers.
FTR, Ming Kuo always makes predictions, whether his predictions are Accurate or not is entirely different segments. ‘Sources’ like WSJ, the Wall Street and Nikkei are mudslingers, The same articles resurfaced and are regurgitated every single year, and has been proven to be wrong.
That wasn't what you posted was it? You said nobody had inside information from Apples supply chain. That is clearly not true.