A report by analysts at Yuanta Securities Co. claim that the iPad 2, which was expected to ship sometime in April, might be delayed until June due to production bottlenecks. The large number of upcoming iPad competitors may be the source of the hold-up, since Apple is already exhausting the world’s supply of touch-screens.
“Our checks suggest new issues are being encountered with the new production and it is taking time to resolve them. As a number of Android 3.0 tablets are being launched in April and May, the delay in iPad 2 shipments may give the Android camp a brief window of opportunity.’’
If there are major component shortages, it would make sense for Apple to delay the launch altogether, in order to build up inventory. Keeping eager customers on a month-long wait list while slowly trickling out units is not ideal, and considering that the device hasn’t even been officially announced, there is no reason for Apple to rush.