That would lead to seasonal upside in the current quarter, shifting some of the sharp unit growth from the new iPhone ramp from the September quarter to the December quarter.
While the 2010 holiday shopping season had yet to occur, one could see the supply chain begin to ramp up as early as the first calendar quarter of 2010.
With the manufacturing ramp of the iPad mini and the iPhone 5 this past quarter, gross margins fell to 39% and the company is guiding margins to 38% next quarter.
Infosys had warned in January that challenges in terms of the time taken for contracts to close and the reluctance of clients to ramp up projects may dampen the company's growth in the current quarter.
Letwin also said that although the company has seen a slower ramp up in regards to its Westwood project, he expects production to begin in the first quarter of 2013.
"Suppliers will ramp up production and try to improve the yield rate for the new iPad in the fourth quarter before its official launch in early 2012, " said a person at the supplier.