A lot of news regarding the iPhone 5 is coming from sources overseas where the iPhone is made and orders are placed. It looks like they are ramping production up to cover expected demand accoding to DigiTimes:

Apple has upward adjusted the total order volume for iPhones, consisting of iPhone 3GS, iPhone 4, iPhone 4 CDMA and iPhone 5, for the second half of 2011 by 12-13%, from 50 million units originally estimated at the end of the second quarter of 2011 to more than 56 million units. iPhone 5 will account for 25.5-26 million units, according to Taiwan-based supply chain makers.