UPDATED: Manufacturing Problems to Lead to Constrained iPad Supplies, Launch Delay?

Steve Jobs with iPad on Chair

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?

Footnote: 

Rene Ritchie

Editor-in-Chief of iMore, co-host of Iterate, Debug, Review, Vector, and MacBreak Weekly podcasts. Cook, grappler, photon wrangler. Follow him on Twitter and Google+.

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Reader comments

UPDATED: Manufacturing Problems to Lead to Constrained iPad Supplies, Launch Delay?

15 Comments

if there is indeed a manufacturing delay i'm not sure apple would be entirely disappointed. to me, the iPad OS looked unfinished. i believe apple is holding back on a redesigned UI that will take advantage of the larger screen. at release i think the iPad will be running the iPad OS (and not the iPhone OS), will support multi-tasking, widgets (for clock, weather, stocks) and advanced multitouch gestures. many of these features will also be implemented into iPhone OS 4.0. Apple will hold a pre-iPad launch event where they will show off the new iPad OS (still based on the iPhone OS) and also show the iPhone OS 4.0.

1,000K units? Who speaks or writes that way? 1M units, maybe?
This won't have any effect on anything. If anything, it will build extra hype as all the fanboys will spend hours camping outside an Apple store again. Apple loves that kind of publicity.

Quick get your iPad before someone gets it! Give me a break! More Apple hype. Leak there could be shortages to scare people into buying something they don't need. I don't own a Kindle so I won't be buying an iPad to replace my iPhone. Maybe once I use one I'll change my opinion, but I doubt it. More Steve Jobs marketing tricks.

Sorry, I don't buy it. Seems like they are trying to stir up some artificial demand.
don't fall for it folks.

It's too late, once they mention the "shortages" on the major news networks, panic will set in, lines will be OUTRAGEOUS!

On the other hand, maybe its true.
Maybe they have to go thru a massive training of new workers now that they had to lay off all those teenagers.

There is no delay. The guy making the claim is the same guy who claimed prior to MacWorld in all the press that Apple would drop AT&T and move to Verizon. It was a "done deal" and you could count on his word.
I have no doubt I'll be able to buy the top-o-line iPad from the downtown San Francisco Flagship store on the day it is released. You can take that to the bank. Apple has never once let me down on buying one of their new products on the day it is to be available.