Analyst Says Manufacturing Problem Will Lead to iPad Shortages [Updated]
We’ve ventured into the “analyst way of thinking” here at Everything iPad once before, and while there are some mixed feelings about that go-’round, we believe we can safely put this one in the exaggerated column. We understand that analysts have some inside sources, just like the rest of us, but some of the things that come out of their mouths is pretty stunning. This one may take the cake. (At least for this week.)
Peter Misek of Canaccord Adams wants you to know what he thinks, because he knows what he’s talking about. Or at least that’s what he wants you to believe. According to Misek, there’s an “unspecified production problem” plaguing Hon Hai Precision, the company in charge of manufacturing Apple’s tablet. The kicker? Apparently this problem is pretty devastating, and is going to knock Apple’s available units from whatever number they were initially planning, to only 300,000 for the launch at the end of this month.
The problem within Hon Hai Precision might actually change Apple’s intended launch date as well. According to Misek, he sees Apple delaying the launch to meet demand, which means it could be the end of April (when the 3G+WiFi model is supposed to ship) before you see the WiFi-only model. At the end of the report, Misek turns all optimistic, stating that he believes Apple will sell 1.2 million iPads in 2010, and then an additional 3.5 million in 2011. So, he’s right in the middle of all the other numbers. While there may be some “unspecified production problem,” we’re thinking this would be turned into a good thing for Apple, rather than a bad, and a delay of launch. After all, selling out is never a bad thing, right?
[Update: Wired got a hold of an Apple spokeswoman, and she clarified that the iPad will still be successfully launched at the end of March.]
[via SlashGear]




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