The contact, says [Ticonderoga’s] White, shipped more than 6 million parts to Apple during the third quarter of the year and expects to ship 7 million more in the fourth quarter.
Since Apple uses one unit of this particular component in each iPad, that adds up to shipments of 13 million iPads in the second half of 2010. For 2011, the contact believes Apple will sell as many as 45 million iPads
These numbers are not unreasonable. I expect about 35 million next year, though that could go up considerably depending on what we hear about last quarter. We only really have one data point so far meaning the data set is to double in a few days.