UPDATED: Manufacturing Problems to Lead to Constrained iPad Supplies, Launch Delay?
UPDATE 2: Apple confirms the late March ship-stimate to Wired .
UPDATE 1: Seth Weintraub at 9to5Mac puts up a thoughtful reminder about the nature of analyst notes:
If [analysts] do produce something publicly, that means one of two things: (1) Their clients have had the information for weeks and have had time to invest accordingly. (2)They are trying to artificially change the price of Apple's stock because they have previously told their clients to invest based on the good/bad news that they are about to relay.
Digital Daily is reporting that, according to Canaccord Adams analyst Peter Misek, Apple might be facing manufacturing problems that will lead to constrained supplies of the iPad, or even a delay in its launch:
“We have … heard that the upcoming iPad launch may be somewhat limited as a manufacturing bottleneck has impacted production of Apple’s newest device. An unspecified production problem at the iPad’s manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K in the month of March, far lower than the company’s initial estimate of 1,000K units. The delay in production ramp will likely impact Apple’s April unit estimate of 800K as well. It is also possible that, given the limited number of units available in March, the launch will be delayed for a month.”
Chief Operating Officer, Tim Cook runs Apple's supply chain with more precision than an aluminum unibody chassis, however, so would a problem this large really be allowed to happen? DIgital Daily claims it's a "big if" as to whether or not Misek is correct. Best case he isn't. Worst case, despite Apple's still current claim of the iPad shipping in late March, we may only see it in April.
Does this affect your odds of buying one either way?