ImportGenius a search engine that gathers “competitive intelligence” by monitoring U.S. Customs records of ocean containers entering American ports reports that there has been a major spike in ocean containers marked with a mysterious new label: “electric computers”. Although there is no drop in shipments labeled 'desktop computers' or any other labels Apple uses. A total of 188 containers have been shipped to Apple from two of their trusted manufacturers Hon Hai Precision Corp. and Quanta Computer. “The fact that they are importing millions of units, combined with dwindling stocks of the first generation of iPhones,” persuades Peterson that these “electric computers” are, in fact, the 3G iPhones Apple is expected to release in a matter of weeks.

You can get the detailed report here. via Fortune