The Build & Analyze podcasts (which the author of The Magazine hosts) has talked about it multiple times http://5by5.tv/buildanalyze/96
I do appear to have overstated the 80% number but at this point in time but by the end of the year I'd be shocked if it wasn't over 80% based on the rate of adoption and then number of iPhone 5 being sold.
Link(s) please.