To get to the bottom of the story, I asked Pegatron CEO Jason Cheng by e-mail about that quote. Here's what he said:
"We held our Institutional Investors Conference yesterday, and gave out a guidance of our 2Q13 business outlook... The category of Consumer Electronic Product includes game consoles, LCD-TV, e-paper readers, tablet products, and some others. We put all tablet products in this category, but have never broken down to detail numbers for specific products nor customers.
"After the meeting, one reporter from Bloomberg approached me, trying to dig out detail numbers about some specific product. I clearly refused to comment on specific products, nor customers, even though he continued with other questions. I did say those words that he quotes me in the article "more on demand, while price has been stable"
, "almost every item is moving in a negative direction"
; "Not just tablets, also e-books and games consoles". But I did not say anything associated with any specific products.
"'No indication, nor hint for specific products or customers' has been our principle and guideline for any public events such as investors conference. There are always speculations after these meetings.
"Thank you for the mail to clarify."