Apple likely taking delivery of over 4 million iPad 2 units per month

“A sufficient supply of cover lenses for touch panel modules will be the key for Apple and other vendors to reach their shipment goals for tablet PCs in second-quarter 2011, according to sources at upstream touch panel suppliers,” Yenting Chen and Steve Shen report for DigiTimes.

“Sales of iPad 2 are running at a rate faster than its predecessor, and Apple took delivery of 2.4-2.6 million units in March, the sources noted,” Chen and Shen report. “Based on a conservative estimate, Apple is likely to take delivery of 4-4.3 million units a month, or a total of over 12 million units, of iPad 2 tablets in the second quarter, said the sources.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “Brawndo Drinker” for the heads up.]

14 Comments

  1. Just to be a fly in the Apple strategy room walls since the last decade. Wish someone, someday would release the meeting minutes, would make for the best of modern business strategy lessons not found in textbooks.

    1. You forget that everyone desires Flash on their tablets so they can see the “ENTIRE” internet. So, even though only 100,000 Xooms were sold to date, there is great potential for selling gazillions more.

  2. Ha! Well, I’ve been featuring Flash-based Issuu page-turning software brochures on my website for ages.

    Just launched a Mobile Edition and they won’t play of course, or on the iPad either.

    Sooo… farewell to the FU Flash-only Issuu, but I did like the moving pages I must say.

    Time to think of a cunning replacement.

  3. That’s a phenomenal number and is really on the beginning.
    Imagine how much that will impact the sales of cheap netbooks. Those PC makers must be running scared right now.

    1. The real effect is going to appear at a slower rate, when the iPad will have finished creating a critical mass of tablets, that will support the next revolution in publishing. Great times!

  4. “A sufficient supply of cover lenses for touch panel modules will be the key for Apple and other vendors to reach their shipment goals…”

    Yeah, the “other vendors” should only need a few dozen.

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