Vladimir Levchenko of the MUK company (makers of the lBook - Ukrainian version of Jinke's Hanlin) was quite sceptical of the much touted Evan Schnittman's estimate
on Kindle and Reader shipments. He provided his own numbers
, reportedly directly from his talks with PVI management.
Currently PVI produces around 20000* screens per month. Yield is about 63-68% - a very low number. Half of the defective screens is recycled, another half is sold at a $15-$20 discount.
These numbers are much closer to reality.
From the start of production and until April 2008 Lenovo** has shipped approximately 55000 Kindles.
* it's not clear if the number is total production or only screens that passed QA.
** he says Lenovo is part of the FoxConn/HonHai conglomerate.
Well, I'd take this with a grain of salt (he's been wrong in some of his claims before), but these numbers are much more beleivable to me.