iPad2 expects monthly sales of 6M vs current 4M per quarter

Taiwan’s Digitimes writes,

Apple has reportedly added two additional touch panel makers, Chimei Innolux and Cando, to its touch panel supplier list for iPad 2 in addition to current suppliers Wintek, Sintek Photronics and TPK Touch Solutions due to expanding market for the tablet PCs, according to industry sources.

Apple’s orders of iPad 2 are expected to top six million units a month compared to a volume of four million units a quarter for the current version, pushing Apple to expand the number of touch panel suppliers, the sources noted.

Massive growth!  Not sure if this is new news and/or already priced,  but should make for an interesting options expiration.   Apple has been freebasing for the past two months after its massive run-up into the October 17 earnings release.  Giddy up!


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