“In particular, Hargreaves things are improving for the so-called in-cell display technology that is supposed to make for a thinner screen for the iPhone 5,” Ray reports. “Hargreaves thinks Apple can ship four or five million units of the new model this quarter, the fiscal Q4, and 20 million of the existing models. He sees perhaps as many as 50 million units of iPhone 5 being manufactured in the December-ending Q1, higher than his previous model for 43.7 million, and more than that in the March quarter, higher than his previous model for production of 43.2 million.”
Ray reports, “Hargreaves also repeats his claim that Apple may ship 10 million units of a smaller iPad, called the ‘iPad Mini,’ in the December quarter, on top of 15.5 million of the existing model.”
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