Yes I know, another rumor… This one comes from a report by Digitimes.
Taiwan-based companies included in the supply chain for iPhone 5 and iPad 3 have begun to prepare materials for the production of the two devices, which are likely to make their debuts in September and to hit the market in October, according to industry sources.
Upstream component makers including Foxconn Electronics (Hon Hai Precision Industry), which is in charge of assembling the devices; Simplo Technologies and Dynapack International Technology, in charge of manufacturing batteries; TPK Holding and Wintek, in charge of touch panel modules; Catcher, in charge of chassis; and Largan Precision, in charge of webcams, are all expected to benefit from the orders.
The sources pointed out that the iPhone 5′s supply volume is estimated to be around 6-7 million units in the third quarter and with the addition of iPhone 4 shipments, total iPhone shipments in the quarter will reach 24-25 million units with volumes to maintain at the same level in the fourth quarter. In 2011, Apple is forecasted to ship over 85 million iPhones.
Since Apple is also set to start supplying iPad 3 in August, the shipments of iPad series products including iPad 2 are expected to surpass 15 million units, and iPad’s supply volume for 2011 will have a good chance to break 40 million units.
I personally don’t give this report much creditability, just another ill-informed rumor.
What do you think? Leave a comment.