CNET has the details:
In an investors note out today, Huberty pointed out that key suppliers for both devices say their own revenue will be higher than anticipated for the current quarter. They’re also seeing above-average orders from Apple for next year’s first quarter. And demand could rise even higher before the year is over.
Apple typically sees a huge surge in sales after a product refresh, and now that its iOS lineup is fully updated just ahead of the holiday season, demand is set to go off the roof. This is backed up by Apple’s own expectations for the next quarter, for which the company expects revenues of $52 billion, its highest ever.
Huberty expects Apple to exceed Wall Street’s expectations for the next two quarters. She notes that most supply issues for both iPhones and iPads, including the in-cell touch panels, have been resolved, with yield rates falling between 70 and 80 percent for the December quarter. The costs associated with production are also likely to fall, increasing Apple’s margins, which currently are a matter of great concern for Wall Street analysts.
With supply issues out of the way, Apple’s in a much better position to address the high demand expected over the next few months, as it rolls out the iPhone and iPad to as many countries as it can.
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