A forecast from chipmaker Avago Technologies may point to production of a next-generation iPhone getting underway, Reuters suggests. The company is predicting a sequential revenue increase of 6 to 9 percent for the current quarter, based on "the initial ramp of a product transition at a large smartphone OEM, a recovery in enterprise networking spending, as well as a continued, gradual uptick in industrial end market demand," according to CEO Hock Tan. While the OEM isn't named, Apple is already an Avago customer, and the news would be consistent with ongoing rumors.