Analyst Katy Huberty from Morgan Stanley tells All Things D that she believes Apple is ramping up production on the iPad, aiming to build as many as three million a month by the end of this year. That would mean that the company could make 36 million iPads next year, which brings the total close to (but not quite) the whopping 40 million units predicted by her supply chain analysis. Sales estimates for next year started out around 10 million iPads, but have since risen to as high as 42 million units, which would be quite a year for a product that didn't exist before this past April.
Currently, says Huberty, Apple is producing about two million iPads a month, and that's brought shipping times on the website down, and helped availability across the board. But the manufacturing process needs to be refined even further, and of course if, as expected earlier next year, the device sees a revision, that may delay things even further. There seems to be one thing most analysts agree on, however: Apple is going to sell a whole lot of iPads in 2011.