“For the March quarter, he raised his iPhone shipment estimate to 19.8 million (from 17.7 million),” P.E.D. reports. “His supply-chain sources suggest a build of 6.7 – 7.1 million iPads in the current quarter (2 million iPad 1s and the rest iPad 2s) and sales of 5.25 – 5.5 million units. The big bump comes next quarter, after what he believes will be the April launch of the iPad 2. He’s looking for sales of 8.5 million iPads (up from 6.5 million) in the June quarter and has raised his fiscal 2011 estimate to 32.1 million iPads (from 27.3 million), an increase of 330% year over year.”
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