Japan’s continuing problems with power are having a serious affect on manufacturers of components used in many of Apple’s products. The power constraints are causing upstream components to increase in price. According to DigiTimes, Apple has decided to absorb these additional costs in exchange for smooth shipments.
The DigiTimes source also pointed out that the iPad 2’s monthly shipments are expected to be ramped up to four million units in the second quarter of this year. Apple’s Japanese based upstream component suppliers should be able to meet these demands up until May; from June there may be a problem.