Analyst: iPad 2 supply constraints ‘significantly improved’ with more production lines, better yields

“iPad 2 production restraints that affected Apple last quarter are said to have ‘significantly improved,’ allowing for improved availability of the in-demand tablet,” Neil Hughes reports for AppleInsider.

“Analyst Shaw Wu with Sterne Agee said Friday that Apple has found better yields in iPad 2 production through retooling and conversion of more overseas production lines,” Hughes reports. “These changes have gone a long way in addressing the supply issues Apple experienced last quarter.”

Hughes reports, “But he also cautioned that Apple is along way from meeting its internal goals for iPad 2 production… ‘From our understanding, [Apple] still has a ways to hit the [second half] goal of 3-4 million units per month but getting closer,’ Wu wrote. Accordingly, Wu has increased his estimates for iPad sales in the current, third fiscal quarter of 2011 for Apple. He now sees the company selling 6.8 million iPads, up from his previous prediction of 5.9 million.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “Lynn W.” for the heads up.]


  1. Didn’t Tim Cook say several times, If we could have made more we would have sold more.

    Tim, lets make more. Now that Dell, HP and the rest of the PC box makers at tanking, the assemblers now would be glad to help Apple make those devices!

  2. Yes, but any good news about Apple’s supply chain cannot go unpunished. The blogosphere is churning with an “explosion” at the new Foxconn Chengdu plant, which assembles iPads.

  3. I picked up a iPad2 64g a week ago by walking into the MOA Apple Store. I had check with two other local Apple stores that didn’t have any. They did not have the 16 or 32g wi-fi but had plenty 3g. I wonder what that means?

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