- The WSJ reports Foxconn "has been running its factories around the clock" to produce the iPhone 5S (AAPL +1.9%), an action that has (as noted by Gene Munster yesterday) lowered 5S order shipping times to 3-5 business days.
- A Foxconn facility in Zhengzhou, China is said to have ~300K workers dedicated solely to making the 5S and various components for it. A company exec says Foxconn's 5S production is at a record level of 500K units/day (run rate of 45M+ units/quarter).
- The WSJ, DisplaySearch, and Digitimes have all previously reported of rising 5S and falling 5C production in Q4.
- Digitimes reports Apple has ramped its November retina iPad Mini production orders to 4M, as component supply constraints that have hampered production thus far get removed.
- Apple's U.S. online store is currently showing a shipping time of 5-10 business days for all retina Mini models.
- Meanwhile, hopes continue to grow that China Mobile's (CHL +1.5%) Dec. 18 4G launch event (previous) will feature an iPhone announcement. "Industry insiders" tell state press agency Xinhua an iPhone launch will occur at the event.
Reports: Foxconn further ramps 5S output, retina Mini production grows
Nov 27 2013, 10:25 ET