here'e just a another theory to kick around ...
suppose that a certain manufacturing enterprise is based on the famous JIT (Just In Time) model ... specifically, none of the component manufacturers keep anything "on the shelf" – but instead each makes just enough components to feed the supply chain ...
according to the financial pundits, this JIT approach will minimize each company's investment in capital funds – since their money is not being tied up in storing parts in warehouses ...
this "minimized investment" idea sounds great at the bean counter level – and it works pretty well too – but it only works well as long as the supply/sales chain keeps percolating right along at a somewhat steady pace ...
now enter a more-or-less global stagnation of sales of the final product ...
so ... pick a component – any component ... let's say a special chip for example ... and suppose that the special chip supplier in the supply chain suddenly doesn't have enough orders coming in to stay in business ... and so maybe the special chip manufacturer just closes down completely ...
suddenly the JIT model is broken – and since nobody has a JIC (Just In Case) supply of spare chips sitting around in a warehouse, it could take quite a bit of time before the manufacturing enterprise gets back into reliable operation ...
that might not be what's going on here – but personally I wouldn't bet any serious money against it ...