The 9.2 million total was far more than the 4.69 million iPad 2s that Apple sold, so it makes perfect sense that much of that production would have been meant for a spring release. Apple’s track record is such that they stopped original iPad production near the start of 2011 in order to shift over to production in around February. Initial shipments would have been low in numbers no thanks to the LG Display issue and the standard lack of time required to ramp up production at a contractor.
LG Display is touted to have fixed the issue, and should in theory, be able to produce a whole lot more this spring.