As a matter of logic, yes. But that given that Apple is one of Pegatron's largest, if not its largest, customer, additional inferences can be made.
Absolutely: you can't state in one report that claimed slow iPad mini sales have impacted Pegatron's financial results while avoiding the importance of Apple to that company's business in another. A 40 percent increase in the size of the workforce just isn't going to be about a new BlackBerry. And don't forget the relatively recent WSJ report in which it was revealed that Foxconn is also on a similar recruitment drive.
This leads me to suggest that we aren't just looking at a product refresh, but new product families, in line with months of rumor and speculation.
The data points that we do have seem to suggest this. Particularly Apple's capital expenditure across the last two years. I hope Samsung is quaking in its figurative boots, as you don't need to be a Steve Jobs level genius to recognise that Apple will be doing its level best to hurt its faithless former partner.
I wrote this in my blog, there's a link in the sig.
