Katelyn writing on Panjiva’s weblog:

On August 25th, Apple received a shipment described as “Set Top Box with Communication Function” from BYD Precision Manufacture in Shenzhen, China.

I had never heard of Panjiva until today, but their About Panjiva page describes the company as “the leading intelligence platform for global trade professionals.”

I did some quick and dirty math and I would guess that all three shipments together would come to about 11,000 Apple TVs (assuming they are roughly the same size as their predecessor).

(Via GigaOm.)