A report from DigiTimes today claims that Apple’s supply chain for its MacBook products will begin to “run in full gear” from early July as Apple prepares to a launch an updated MacBook Air. The report is in line with previous suggestions that Apple will wait until late July to launch a refreshed MacBook Air to coincide with the launch of Lion – which DigiTimes itself corroborates in the report.
[Increasing orders for components] is in line with Apple's previous strategy to ramp up deliveries prior to the launch of new products.
The report does also mention that Apple expects to take “deliveries of over eight million MacBook Airs in the third quarter". However, as MacRumors has pointed out, that figure is extremely large and actually represents double the amount of all Macs sold in the second quarter.