The iPhone 5 should reach shipment levels of 5-6 million units in September leading to over 22 million units in the fourth quarter. Suppliers will ship a lot less iPhone 4 models in the final quarter; it will probably become the entry level iPhone model. This would follow previous years where the current model becomes a cheaper model with a reduced storage capacity.
According to randomly accurate rumor site Digitimes, Foxconn is currently rolling out around 150,000 iPhone 5 units a day. The information comes from industry sources. Pegatron Technology who were thought to have won around 15% of the iPhone 5 manufacturing orders may not start shipping until 2012 according to the same sources.
Lens maker Largan Precision, touch panel maker TPK Holding, reinforced glass supplier G-Tech Optoelectronics and battery vendors Simplo and Dynapack are all operating at full swing currently, the sources indicated.
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