In fact, what investors were apparently reacting to was an investment note, published by Nomura Securities (referenced by not linked to by ChinaPost). In that note, the unnamed Nomura analys (or analysts) says that "Largan's recently lagging performance in the market is caused by rumors that Apple may adopt an 8 mega-pixel (MP) camera with improved optical image stabilization on its upcoming handset, instead of the 16 [apparently a typo for 13'] MP upgrade anticipated by industry observers."
In other words, the stock analyst read some Apple rumors, notified investors about them, and stepped away from the stampede. But the ChinaPost story goes on to say that "Apple's decision is based on the design requirement to retain the handset's more portable form factor, said Nomura Securities." That claim by Nomuro suggests more than a mere rumor, but again no source for the claim is offered.
It's also a claim that explains away rather than explains the alleged Apple decision. For years, Apple's iPhone evolution has been about constant refinement and improvement, all of which are viewed from a wholistic appreciation of the "user experience." That's why Apple can still have "only" a dual-core processor in the iPhone 5S while far less successful rivals keep touting their wondrous four-core processors.
BusinessInsider's Jay Yarrow buys into this conventional wisdom in his post about the Nomura claim: "Its top rival, Samsung, has a 13 megapixel camera on its top of the line phone, the Galaxy S4. So, it's a little surprising that Apple doesn't want to upgrade the megapixel count on the iPhone."
But Yarrow goes on to draw a more insightful conclusion. "The iPhone's camera is either the best or second best (depending on who you ask) for smart phones, even with an 8 megapixel lens. Apple has managed to improve camera performance through software, and other hardware engineering."
iPhone 6 will be built by Pegatron in addition to Foxconn
This is one of those rumortoids that have no relevance to real life for 99 percent of the world's population. It's like knowing that "Traveling at the speed of light it would still take you over 4 years to reach the Sun's nearest neighbor star."
From what The Rollup can tell, Taiwan's Chinese-language Liberty Times (the parent also publishes the English-language Taipei Times) posted a story - based on a single anonymous source claiming that contract manufacturer Pegatron was building a massive new plant in China where it would be building up to half of all future iPhone 6 units.
That post was picked up and rewritten by wire service Agence France-Presse (AFP), from which it was picked by outlets such as ChinaPost.com, and content syndicators like Repost.us. From there, it made its way into a blizzard of repostings in the iOSphere, like MacRumors, and from MacRumors to Ubergizmo.
Sign up for Computerworld eNewsletters.