Re: So let's get this straight
"Expected" is probably too strong a word. It's fairly common practice in the components industry for buyers to overestimate deliberately the amount they're going to buy from their suppliers, so they can be sure that the supplier has got the capacity to fulfill the order if it comes.
Apple are renowned for winning favourable terms with their suppliers, so it's very unlikely that they've lost anything by cutting down from their "forecast".
Even so, I'd imagine that they haven't done as well as they expected to with the 5. There's only so much "it's slightly faster" upgrades of the same model that people are prepared to shell out for before they get wise and hang on to their old kit/buy the 4S instead. And while Apple may have seen that coming, the ballsup with Maps has really hit their repuation hard. But I still suspect that the shortfall on their *actual* expectations is nowhere near as bad as the cut in their orders to suppliers suggests.