Fechtor Detwiler on 3G iPhone builds

Fechtor Detwiler on the iPhone 3G build plan:

Two weeks ago contacts indicated that Apple's (AAPL) 3G iPhone
production would commence in May with at least 750K units scheduled to
be built in Q2. We now hear that the build schedule is much more
aggressive than initial indications with over 3MM units now planned
for June Q production. A couple of design changes include a power
management unit supplied by Infineon (IFX - supplied by NXP on current
iPhone) and a flexible PCB supplied by Sumitomo (was Fujikora).

Apple has to ship 10mm of these this year to hit their estimates. These numbers aren't all that surprising.