According to DigiTimes, which admittedly has quite a mixed record on Apple rumors, manufacturers in Apple's supply chain have begun delivering parts and components for the next generation iPad. From this information, DigiTimes believes that the next iPad will be available in 3-4 months (aligning with March or April next year), with iPad 2 component supply beginning to wind down now.
OEM production of iPad 2 will remain high at 14-15 million units in the fourth quarter of 2011 but decline to 4-5 million units in the first quarter of 2012, paving the way for the launch of the new iPads, the sources noted.
Furthermore, the Chinese Commercial Times reports that Foxconn will begin production of the next-generation iPad in January, with production volume ramping up in February. It is expected that production of the next iPad will reach 9.5-9.8 million units in the first quarter of 2012.