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“On the iPhone, the firm raised their production forecasts from 14 million units to 18+ million, aided by easing constraints of display panels,” StreetInsdier reports. “Checks show consistent shortage of iPhone 4 inventory at Apple stores and there continues to be a three-week shipping delay from Apple’s online store, the firm notes. As a result the firm has increased confidence in its 4QFY10 iPhone unit estimate of 11.6 million, which is up 39% sequentially.”
StreetInsider reports, “On the iPad, the firm’s build forecasts were revised up from 6 million to 7 million, which compares to their iPad shipments estimate of 4.75 million. The firm believes their is upside to the Q4 estimates and CY10 estimates of 13.4 million units.”
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