A Wall Street analyst from Goldman Sachs is saying Apple’s overseas suppliers may be experiencing production delays in regards to the new iPad 2’s ultra-thin glass screen.
Bill Shope explained in a note to investors this week that there may be a decreased supply of iPad 2 devices when the new version of Apple’s tablet is launched. The good news is Shope also suggests the launch date will not be effected by this recent production bottleneck. That launch date was previously rumored to be very soon after Apple officially announces iPad 2 this Wednesday.
Apple is once again pushing the technology envelope by making the device far thinner than the original iPad, and the iPad 2’s ultra-thing glass screen is generating yield issues,
Supply is expected to ramp up quickly once suppliers can finally catch up with demand. It’s a logistics issue, not a technical one. Limited supply of Apple products at their launch seems to be commonplace in recent years and “should not be a major concern” for investors.
Two other notes being made by Shope is that storage capacity won’t be expanded in the new iPad 2 and a price cut is not in the cards since iPad’s pricing is more aggressive that its competitors.
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iPad News Via: appleinsider.com
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