updated 06:05 am EST, Tue February 22, 2011
Yuanta analysts claim production delays
Apple's hotly anticipated second-generation iPad could be pushed back to June from its previously expected April launch reports Bloomberg. Yuanta Securities analysts say that "production bottlenecks" at Hon Hai Precision Industry (Foxconn) may have forced Apple to hold off its launch in order to build up enough stock. "Our checks suggest new issues are being encountered with the new production and it is taking time to resolve them," said Alison Chen, a Yuanta analyst. "As a number of Android 3.0 tablets are being launched in April and May, the delay in iPad 2 shipments may give the Android camp a brief window of opportunity."
Early reports indicated that Foxconn had started production of the iPad 2 in February, fulfilling an initial order of 400,000 to 600,000 units. Ultimately, analysts have estimated that Apple, which has already sold 15 million iPads as of February 2 this year, would ship up to 30.6 million in 2011. With the news of the production delay, and with the launch of competitors' Android tablets during the February to June window, Yuanta now forecasts that iPad shipments may drop to 23 million units as a result.
When it ships, the iPad 2 is expected to feature front and rear facing cameras, a faster processor, weigh less and possibly even incorporate a new high-speed Intel Light Peak port applefor super-fast syncing.