From Apple Insider:

In a note to investors obtained by AppleInsider, Daryanani notes Dialog pre-announced positive September quarter results on the back of mobile systems revenue, suggesting strong component orders from Apple. Dialog raised revenue expectations for the past quarter to about $345 million, up 13 percent from previous estimates between $290 million to $320 million.

OK, so far so good. Strong component orders indicate strong sales. Easy peasy.

Here’s the kicker:

Though Dialog failed to delve into specifics, it did say the revenue bump is in part the result of mobile systems orders being pulled forward into the third quarter to accommodate China’s National Day holiday on Oct. 1. Apple, which accounts for 75 to 80 percent of Dialog’s mobile systems revenue, traditionally builds iPhone approximately 60 days out, meaning the pulled-in orders are likely related to the December quarter, Daryanani writes.

The way I read it, this says that the builds for the holiday season were done early to accommodate China’s National Day holiday, which gave an early indicator of the unusual size of holiday orders. I found that kind of interesting.

By the way, according to this Wikipedia article, China’s National Day occurs every October 10th, not October 1. Not sure which is right.

When I asked Siri:

When is China’s national day holiday?

She replied:

National Day is on Tuesday, July 4, 2017.

Hmm.

UPDATE: Thanks for the tweets and emails. turns out the holiday referred to above is the mainland Chinese holiday, not Taiwanese holiday.