@DavCrav
Surely that charge would only apply if one of two conditions were also met:
1. Apple were reselling the units at a grossly inflated price
2. Apple were stockpiling the units with no intention to use them
Franky I can't see either, they're surely just going to push end user kit out of the door with the batteries in them.
Capacity is sure to catch up with demand, but honestly, if if were your business, would you scale back production rather than use your long standing relationships with suppliers to maintain output, so so your competitors get a "fair share"?
Given that the rumour mill on here is talking about doubling of MBA volumes in Q3, I have hunch they'll need all the batteries they can get.