While Digitimes reports of a pickup in BB10-related (BBRY -3.3%) component orders, Pac Crest's...

|By:, SA News Editor

While Digitimes reports of a pickup in BB10-related (BBRY -3.3%) component orders, Pac Crest's James Faucette claims Asian supply chain checks indicate BB10 phone production "remains well in excess of current sell-through demand." Faucette, who aired similar comments a month ago, thinks combined sell-through for the Q10/Z10 are "well below" 500K/month, while production has remained in the 1.5M-2M/month range, though a June slowdown is expected. He thinks there's potential for a write-down similar to the $752M charge taken on BB7/PlayBook inventory last year.