Apple 2.0

Covering the business that Steve Jobs built

iPhone suppliers expect to ship 10 million units by Q3 [Update]

June 19, 2008: 2:09 PM ET

[Update: Barron's Eric Savitz suggests here that when DigiTimes writes "total shipments of 3G iPhones are expected to top 10 million units in the third quarter" it means BY the third quarter, not IN the third quarter. We suspect he is right. Headline and body of text corrected accordingly.]

With the simultaneous launch of the iPhone 3G in 22 countries on July 11, Apple's Taiwanese suppiers are anticipating a bigger-than-expected ramp-up in the third quarter of 2008, according to a report Thursday in Taipei-based DigitTimes.

DigiTimes' report is based on an article in the Chinese-language Commercial Times, a publication with unusually good sources among Apple's far-eastern component manufacturers and assemblers. It quotes an unnamed supplier to the effect that these component makers expect to ship 10 million units to Apple before Sept. 30.

Apple's (AAPL) oft-repeated target is to sell 10 million iPhones in all of 2008. As of June 9, the company had sold 6 million first-generation iPhones, according to Steve Jobs. The company reported more than 3.7 million sold in 2007, which means some 2.3 million have already been sold so far this year.

DigiTimes also translates and reprints a list of the iPhone's suppliers that was compiled by Commercial Times. We've copied it below. As AppleInsider notes, Infineon (IFX), Broadcom (BRCM) and Foxconn (Hon Hai) look like the big winners.

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Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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