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.
Popular Stories
Apple today shared an ad that shows how the upgraded Center Stage front camera on the latest iPhones improves the process of taking a group selfie.
"Watch how the new front facing camera on iPhone 17 Pro takes group selfies that automatically expand and rotate as more people come into frame," says Apple. While the ad is focused on the iPhone 17 Pro and iPhone 17 Pro Max, the regular iPhone...
In select U.S. states, residents can add their driver's license or state ID to the Apple Wallet app on the iPhone and Apple Watch, and then use it to display proof of identity or age at select airports and businesses, and in select apps.
The feature is currently available in 13 U.S. states and Puerto Rico, and it is expected to launch in at least seven more in the future.
To set up the...
Apple is planning to launch new MacBook Pro models as soon as early March, but if you can, this is one generation you should skip because there's something much better in the works.
We're waiting on 14-inch and 16-inch MacBook Pro models with M5 Pro and M5 Max chips, with few changes other than the processor upgrade. There won't be any tweaks to the design or the display, but later this...
Wednesday February 11, 2026 10:07 am PST by
Juli CloverApple today released iOS 26.3 and iPadOS 26.3, the latest updates to the iOS 26 and iPadOS 26 operating systems that came out in September. The new software comes almost two months after Apple released iOS 26.2 and iPadOS 26.2.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update.
According to Apple's release notes, ...
It has been a slow start to 2026 for Apple product launches, with only a new AirTag and a special Apple Watch band released so far. We are still waiting for MacBook Pro models with M5 Pro and M5 Max chips, the iPhone 17e, a lower-cost MacBook with an iPhone chip, long-rumored updates to the Apple TV and HomePod mini, and much more.
Apple is expected to release/update the following products...