Demand is expected to be very high for the next iPhone, and an analyst from JP Morgan, Mark Moskowitz, is predicting that Apple will try to meet that with huge production numbers right from the get go, AllThingsD reports. According to him, Apple could produce 20 million phones in the September quarter alone, with 39 million more in December.
In addition, Moskowitz said that the new iPhone should make up the majority of the production from the September quarter.
Those numbers are for all shipping versions of the iPhone, but the forthcoming model will obviously make up the bulk of them. We estimate that iPhone 5 units could be 50 percent to 60 percent of total iPhone shipments in the first two quarters of volume ramp, scaling up after that.
In other Apple news, Moskowitz commented that information from the supply chain suggests an iPad mini sooner rather than later and a 2012 launch could be expected.
As for the iPad, there are increasing signs in the supply chain of a new and smaller form factor to be potentially introduced later this year. While we have previously regarded an iPad mini launch as more of a C2013 or later event, we are starting to become more flexible in our view as it relates to a potential C2012 event.