Monday, March 12, 2012

iPads are flying off the shelves. What are the implications?

Is it worth the hype?

Why Aren't There Enough iPads to Go Around? - DailyFinance:


There are a few potential culprits for iPad supply shortages, including the fact that the tablet is seeing an aggressive global rollout on launch day that spans the United States, Canada, Japan, and much of Europe, among others. An additional 25 countries make the list a week after that, so Apple needs to reserve some units for every country.
The likelier cause is that the device's biggest selling point, the new Retina Display, is causing production bottlenecks and limiting supply as panel suppliers have difficulties ramping up yields. According to NPD Group's DisplaySearch, Apple is tapping three separate display suppliers: Samsung, LG Display (NYS: LPL) , and Sharp. DisplaySearch analyst Richard Shim says the high-resolution panel is presenting manufacturing challenges.



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