DigiTimes is a frequent source for production and order rumors from Apple. They had previously predicted that Pegatron received an order for CDMA iPhone 4s for the fourth quarter of 2010. The actual Verizon (CDMA) iPhone was announced in January of 2011 and shipped the following month.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.
Article Link: Apple Orders 15 Million iPhone 5s, Shipping Begins in September