Call it the cyclical nature of being an Apple supplier if you want, but two iPhone manufacturers have reported their lowest consolidated revenues since March 2014, with “slow sales of iPhone 6s and iPhone 6s Plus” cited as one of the reasons.

Reports that iPhone 6s production may be slower than expected may be plain wrong, if you go by the record earnings one iPhone supplier recorded last month.

Catcher Technologies supplies the metal casings for the iPhone 6s. In November it recorded sales on $254 million — representing an increase of 1.4 percent from the previous month, and a massive 50.3 percent increase from this time last year.