In a note to clients -- as reported by "AppleInsider" (http://www.appleinsider.com) -- Topeka Capital Markets analyst Brian White -- said information from Apple suppliers responsible for delivering parts for the company's future products witnessed their best monthly sales jump 14% month-over-month in July. This indicates a rev of iOS devices that will result in the "biggest second-half product launches" in Apple's history, he says.

Topeka Capital Markets' Apple Monitor analytical tool tracks sales trends across the Taiwan supply chain at leading Apple suppliers that generate a high percentage of revenues from Apple. It's used to augment White's own checks and research, rather than as a standalone tool, as new product launches and inventory adjustments can sometimes skew monthly results, notes "AppleInsider."