New, iPad inventories might be tight at launch, says analyst

If you plan on camping outside an Apple store this month to buy an iPad tablet, you might still go home empty-handed. Rumored production delays could keep the iPad in short supply on the day of launch, says an analyst.
In a research note this morning, Canaccord Adams analyst Peter Misek said he has heard of production issues at Apple’s manufacturing partners, which might translate into tight inventory when the iPad goes on sale. Misek said the iPad might not even ship this month at all, as Apple had originally planned.
Update, 11 a.m. PDT: An Apple spokeswoman told Wired.com on the phone that the “iPad will be available in late March.”
During its January keynote, Apple announced two release dates for its iPad: late March for the models without 3G, and April for the 3G-equipped iPads. The Apple website still advertises those dates.
“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 wrote. “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.”
As we always say with rumors, take this one with a grain of salt. We haven’t seen many of Misek’s Apple-related rumors, but it’s worth noting that the analyst predicted that iPhone OS 4.0 and a Verizon iPhone would be unveiled at the iPad press conference — neither of which came to fruition.
A separate rumor that Apple would begin taking pre-orders for the iPad last week also didn’t pan out. Although the iPad has been front and center on Apple’s website since the January announcement, you can’t order one; you can only enter your e-mail address to get a notification when the company begins taking orders.

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