From: John Navas on
The iPad is set to surpass Apple Mac computer shipments by September,
while production levels for the yet-to-be-released iPhone 4G will hit 12
million by that time, according to an analyst.

"By the September quarter, iPad sales volumes should exceed Mac, which,
on average, are about 3 million on a quarterly basis," said Ashok Kumar,
an analyst at Rodman & Renshaw, in a phone interview Friday. Kumar said
that iPad shipments will "easily" reach 4 million by the end of the
September quarter.

Kumar also commented on the production ramp for the iPhone 4G. "Supply
chain checks indicate that 4G production volumes will approach 12
million units by the September quarter," he wrote in a research note
sent out Friday. The iPhone 4G is Apple's next-generation iPhone, due
later this year.

"Along with 3GS shipments, total iPhone quarterly volume could approach
15 million units in September. If these trends manifest, iPhone volumes
for the year will top 40 million units or well above current street
estimates. The production volumes are a confirmation that Apple is
increasingly becoming carrier agnostic," Kumar wrote.

Kumar continued. "Verizon launch (is) on track for the holidays: With
FCC certification behind, the primary gating factor remains the terms of
engagement with Verizon. Supply chain checks indicate that Apple will
launch the product in time for the holidays. If these events unfold as
planned, iPhone quarterly volume (all flavors) could reach 17 million
units by December," Kumar wrote.

MORE: <http://news.cnet.com/8301-13924_3-20006281-64.html>