Apple Hints On Increased "Air Freight" Costs In Holiday Season, But Not Related To iPhones.

Apple Third Quarter Financials snapvoip.blogspot.com
Apple has mentioned increased "air freight" costs that are not related to iPhones in their 3rd quarter financials call,

“The air freight is not related to the iPhone so these are unrelated topics. But, generally speaking the air freight is planned to get enough units in to the channel in time for the holidays and is necessary for that reason.”

If it is not about iPhones, I wonder if Apple is planing to go against the norm and offer Apple Tablet for the holiday season. It also could be simply that by holiday season, Apple might be offering the iPhone 3GS in more markets.
But you can make your own predictions and conclutions after reading the complete Apple F4Q09 (Qtr End 9/26/09) Earnings Call Transcript at Seeking Alpha.