Apple announced in Sep 2014 that the iPhone 5 would be using Gorilla Glass. Maybe it was the rest of the world that expected it to use Sapphire. It is that concept...sticking with GG... that leads to idea that Apple changed their mind.
It is plausible that GT could have gotten to Apple's expectations for yield and quality if they had had another 9 months. That would have made building inventory for the i6 release a bit unlikely.
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