Dow Jones Newswires is reporting on remarks recently made by IHS iSuppli, a research firm, which claims that the iPad 2’s low shipments for Q1 2011 were due to production problems. Specifically, issues with the device’s speakers and LCDs. Add this on top of strong demand, and you can see where a problem would arise.
The report does say something new however, in that the Japanese disasters were not a terrible hindrance to component supply as previously feared. However, shortages are present, and Apple may still see component supply constraints even after paying more for a continuous supply from component manufacturers.
The IHS iSuppli now believes that Apple will be shipping some 39.7 million units, instead of the previously predicted 43.7 million units.
The thing these firms forget, is that the device just launched, and yes, there were setbacks in component supply, but we still have the rest of the year to go. Throughout the summer, I would expect for sales to remain steady, if not go up, if for no other reason than more readily available supply of the device.
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