updated 08:20 am EST, Thu March 1, 2012
iPad 3 display again said to blame for low volumes
Revived rumors have suggested the iPad 3 may face display-related shortages. The Digitimes part supplier contacts claimed that LG Display, Samsung, and Sharp had "failed to substantially ramp up" production of the 2048x1536 display in the run-up to the March 7 event. Shipments would only truly accelerate in the spring, according to this view of events.
Whether or not this would lead to actual shortages wasn't certain. Production for the display may have started in November, which could have nearly 10 million units on shelves by launch day. If so, Apple may have anticipated an initial supply crunch and buffered its supply until it could catch up.
Indirect support for shortages could come from timing. Apple should be the first to actually ship a tablet with an extra-dense display where Acer's Iconia Tab A700 won't ship until April. Samsung's 2560x1600 tablet was also a no-show at this week's Mobile World Congress and could see Samsung wait until mid-year or later to even have a response.
The rumor still left some doubt after it repeated a claim from late Wednesday that there might not be a 64GB version of the next iPad. A possible model number breakdown has hinted at each main iPad model having three variants, much like in the past.