It’s clear that demand for the iPad is greater than supply, with Apple struggling to keep up in the US, letalone globally (hence the push-back of release to late May). A report from Bloomberg puts this delay down to a shortage of screens for the device.
According to the report, Andrew Rassweiler, an analyst at research firm iSuppli has suggested the size of the screen has been a challenge for suppliers. iSuppli also states that the screen is being manufactured by LG, Samsung, and Seiko Epson, however no companies, including Apple, have commented on the situation. Apple spokesperson Natalie Kerris reiterates the company’s recent comments that “demand is far higher than we predicted and will likely continue to exceed our supply over the next several weeks”.
Analysts from Oppenheimer & Co, and Morgan Stanley have also chimed in on the matter, suggesting scaling manufacturing to the levels required has been a challenge, especially in producing enough touch screen panels.
This report fits with a previous Australian Macworld article quoting Tim Renowden from UK analysts Ovum as saying the iPad screen will take Apple’s manufacturing partners time to produce in the volumes required.