iPad Production On Track, Claim Apple Suppliers
We were mildly surprised that it took so long for the first rumors of iPad shortages to circulate – as you may remember, reports flourished on Monday after Canaccord Adams analyst Peter Misek claimed to have heard of an "unspecified production problem" at the Hon Hai Precision (aka Foxconn) plant – and equally surprised at how quickly contrary reports have emerged. Foxconn aren't saying a thing, but component suppliers apparently reckon their parts orders are on schedule and the OEM should be on track for its original production estimates.
That means 600,000 to 700,000 iPads shipping in March, followed by one million units in April, according to the suppliers. They're also casting doubt on any sort of launch delay, something we ourselves reckoned was unlikely; it's far easier to spin a sell-out launch than it is a missed deadline, after all.