We are tracking at 100 percent up over last year
If true then that means they shipped 2.5m last quarter.
Tretton said sales could be affected by products shortages, which he anticipated would be "not drastic."
"I'd say we are able to meet somewhere between 80-90 percent demand, based on how things are trending," he said.
I can see how they might have some shortages, it seems they've recently upped production from 1m/month to 1.5m/month. Last year they shipped 4.9m in this quarter, so they may not have much to spare if they only produce 4.5m this quarter along with whatever they have left over from last quarter (0.5m?).
Maybe they can increase production again before the holidays though.