Apple's $3.9 billion component deal might have bought as many as 136 million iPhone displays, or 60 million iPad screens, according to Morgan Stanley analyst Katy Huberty. Her estimates shrink if the units are combined with touch panels, but still amount to about 100 million iPhone or 40 million iPad displays. Either scenario would indicate that Apple expects to sell large numbers of iPhones and iPads during the next two years.
