DigiTimes is reporting that Taiwanese manufacturer Pegatron Technology has landed a huge order from Apple to manufacture the iPhone 5. The order is thought to be in the region of 15 million iPhone 5 units and it will start shipping in September. Pegatron Technology currently manufactures the Verizon CDMA iPhone 4 for Apple. The information comes from upstream component makers, of course, and not from Pegatron Technology itself.
The sources pointed out that as the iPhone 5, which does not seem to have any major update from iPhone 4, is already set for shipment in September, they are already started supplying components to Pegatron with Pegatron's plants in Shanghai, China also recently started hiring for manpower.
DigiTimes has a very patchy record with iPhone and iPad rumors so take this one with the usual factory-sized grain of salt. Personally I think the rumor of the iPhone 5 launching in September is reasonably accurate and that it will be a minor upgrade too. I can see a processor bump, more RAM and a better camera but not much more.