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More Analyst Claims of iPad Production Delays Surface

The Wall Street Journal reports on a new note from research firm ThinkEquity claiming that the Apple's manufacturing partners in Taiwan are in fact experiencing delays in ramping up iPad production ahead of the device's launch announced for later this month. According to the report:

Our checks in Taiwan indicate some minor delays on the iPad. The manufacturing of the iPads was supposed to pick up in February, but volumes even in March are still low. Current volumes are much lower than the market expected but most checks are indicating minor delays. The delays do not appear to be a glass or manufacturing process delays.

Barron's is also reporting on the news, citing expected shipments of 200,000-250,000 units for this month before ramping up to 800,000-1,000,000 units per month in the April-May timeframe. Earlier claims had suggested that Apple had been looking at having 1,000,000 units ready for deployment at launch.

A separate analyst report earlier this week had claimed that iPad production delays would create shortages or even delay the launch of the device, although Apple has stood by its "late March" launch date and other suppliers have disputed any delays in production.

MacRumors has heard whispers of a possible Friday, March 26th launch at 6 P.M. local time similar to that used for the original iPhone.

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25 months ago
Yup - I've just spoken to Apple UK and the iPad has been delayed (in the UK) till late June/July.

See

http://forums.macrumors.com/showthread.php?t=873350
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25 months ago

Yup - I've just spoken to Apple UK and the iPad has been delayed till late June/July.

See

http://forums.macrumors.com/showthread.php?t=873350


Did Apple expect to launch the device in the UK an USA at the same time?

I personally don't like the 6pm launch. That is lame.. Keeps people at the mall in line all day....
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25 months ago
BS from someone caught with an AAPL short position just as the stock rocketed up over the last couple of days.
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25 months ago

BS from someone caught with an AAPL short position just as the stock rocketed up over the last couple of days.

5% for a week, it's not called "rocketed", it "climbed".
Anyway, for a shorts AAPL is a dead horse a long time ago
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25 months ago
I think sometimes these analysts make statements in the hope there is a delay. If it happens then they look good and get a few more clients. If they are wrong everyone forgets about it anyway.
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25 months ago

...If they are wrong everyone forgets about it anyway...

Totally agree. One more kind of parasites, that do nothing valuable and still contrive to exist are analysts
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25 months ago
Something for Apple stock churning. Investment companies make money by driving a volatile stock like Apple up or down slightly.
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25 months ago
Because the original hardware had space for camera, the SDK has programming for camera.... I wonder if manufacturing delays were because cameras were added to the mix before launch...

I am speculating but I expect a pre launch meeting that announces new MB pro's with i7's and SURPRISE! camera's in the iPADs.
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25 months ago
Uh oh, shortage in iPads!!!!

Lets stir up some excitement and wild speculation. Play with stock values.

Now there might be enough? Still don't know. Hmmm. Cameras have been added? There was a enough parts?? I'll take 4 please.

This is ridiculous, I hate supply and demand tampering by companies. Not enough Tickle me iPhones? I'll buy my first one for $1,500 just to have it!
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25 months ago
Won't believe anything an analyst says about short supply until it comes from apple themselves.
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