According to sources cited by DigiTimes, production rates for the new iPhone are constantly improving.
Apple is expected to sell 45 million iPhone 5s in the fourth quarter of 2012.
The site writes:
“Since some chipset suppliers have revealed that their sales are likely to reach the ceilings of their fourth-quarter guidance, there should be no problem for Taiwan Semiconductor Manufacturing Company (TSMC) to also reach its sales target of NT$131 billion (US$4.5 billion) set for the quarter.”
The site also notes that IC backend service providers such as Advanced Semiconductor Engineering (ASE), Siliconware Precision Industries (SPIL), Adentec and STATS ChipPAC are likely to exceed expectations in Q4.
Nonetheless, with a slow first quarter of 2013, demand for Apple parts and components could drop over 20%, the sources said.