Analyst: Expect demand for Apple iPad to outstrip supply at launch

Apple Online Store“In a research note this morning, Canaccord Adams analyst Peter Misek says he’s been [hearing] rumblings that production issues at Apple’s manufacturing partners may keep the company’s iPad in short supply when it first goes on sale,” John Paczkowski reports for AllThingsD.

Paczkowski reports, “‘We have … heard that the upcoming iPad launch may be somewhat limited as a manufacturing bottleneck has impacted production of Apple’s newest device,’ Misek writes. ‘An unspecified production problem at the iPad’s manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K in the month of March, far lower than the company’s initial estimate of 1,000K units. The delay in production ramp will likely impact Apple’s April unit estimate of 800K as well. It is also possible that, given the limited number of units available in March, the launch will be delayed for a month.'”

Full article here.

MacDailyNews Take: Regardless of the veracity of Misek’s claims, if you want one of the first iPads in the world, we advise pre-ordering yours as soon as Apple begins taking pre-orders.

14 Comments

  1. pure speculation to drive the stock price down. Peter Misek at canaccord has been shorting aapl for a while. Specutlation should have no place in financial news. He should drawn and quartered for his blatant attacks on aapl. MDN quit listing articles that are pure speculation. By the way everyone I know is buying the Ipad and is on the list to do so.

  2. There will never be a shortage of people to wait in line for an Apple product.

    Also, there is no chance this analyst would be doing Apple’s PR. As was mentioned before, he has a short position in AAPL and is quite worried that AAPL has recovered nicely since a week ago and keeps going higher.

    This thing has been in the works for months/years. It would be practically impossible for Apple not to be ready for a proper launch. As Jobs had said himself, he thinks of this particular product as “the most important thing he’s ever done”. There is simply no way he would ever let a shortage happen at launch of his most important baby.

  3. I want to know where this guy got his “March, far lower than the company’s initial estimate of 1,000K units” and “Apple’s April unit estimate of 800K” information.

    I spend most of my day watching for tidbits like that and haven’t seen anything where Apple gave unit estimates by the month for the iPad launch.

    If they are true, which I highly question, it would mean that Apple expects to sell in 35 days more iPads than they sold iPhones in it’s initial 100 days.

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