Trends amongst Apple's Taiwanese suppliers suggest that the company's May sales were up 87 percent year-over-year, according to Ticonderoga Securities analyst Brian White. If the figure is accurate, it could be an impressive showing, a 10 percent sequential increase over April versus an average 2.2 percent month-to-month change. That performance is, however, relative to another earlier White estimate, suggesting 100 percent year-over-year growth in April.