The report comes by way of CCIDNet, which cited industry source claims that iPad mini supply constraints have been overcome. Those sources expect first quarter iPad mini shipments to reach about 11 million units.
Likewise, the source claims that Apple's suppliers have solved the new iMac bottleneck, and shipments of Apple's all-in-one desktop can be expected to increase in the first quarter.
This second report is somewhat troublesome, as CCIDNet's account puts iMac shipments at 14 million units for the first quarter, while Apple shipped only about 4.4 million Macs total last quarter. The figure may be the result of a typo or mistranslation.
The amount may be in question, but the report itself seems somewhat supported by previous indicators. Last week, shipping times for the iPad mini began dropping to 3-5 business days, indicating that supply may be catching up to demand. Last week also brought reports that the assembling conformity rate for the new iMacs had been improved, with suppliers predicting better supply and stronger sales.