I think what it really boils don to at the end of the day is "Gimme my phone dammit I'm getting impatient!"They do up production but it doesn't make financial sense to have super gigantic factory that can churn out 100 million handsets in a month and then just make a few million a month for the other 11 months. They make as many as they can in a way that doesn't mean they have vast inventories that sit around for ages or factories that are only used at a fraction of their capacity for a lot of the year.