iPad may launch only in U.S.

iPad may launch only in U.S.

Summary: An analyst is reporting that unspecified production issues at Apple’s manufacturing partners may limit iPad inventory when it first goes on sale. The problems could also limit the iPad to a U.S.-only launch.

TOPICS: Apple, iPad, Mobility


John Paczkowski reports on his Digital Daily blog that iPad availability could be constrained initially due to "production delays." A research note published this morning by Canaccord Adams analyst Peter Misek says that production issues at Apple’s manufacturing partners may limit iPad inventory when it first goes on sale.

“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 writes. “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.

In addition to initial iPad inventory being chopped by two-thirds, the production delay could also limit the iPad to a U.S. only launch -- which is sure to put off international customers.

Misek estimates that Apple will sell 1.2 million iPads in fiscal year 2010 and 3.5 million in 2011.

Paczkowski warns that the rumor should be taken with a grain of salt, especially given analyst's track record on Apple rumors and Misek’s earlier prediction that Apple would release a new iPhone on Verizon at its January special event – which obviously didn't pan out.

Are you planning to purchase one of the first wave of iPads?

Photo: gdgt

Topics: Apple, iPad, Mobility

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  • Production delays?

    Did half the assembly line skip naptime or something?
    • No, the supply chain is run on Windows

      and, well, you know, people had to
      reboot, reconfigure, reinstall the server,
      Exchange server went down a number
      of times and viruses creating botnets
      got into some of the computers.

      Naptime was not affected!
  • So?

    They think 1.2 million of these things will sell? They're nuts. Not in it's current configuration is this thing anymore useful to people who already own and iPod Touch or iPhone.

    Those stone tablets cavemen used to use have more functionality than this thing does.
    The one and only, Cylon Centurion
    • It's not that bad

      Once the iPad comes with a camera and video conferencing, it will be much more appealing.

      • So we should all wait,

        and buy the version that comes with those features and a couple of USB ports.
    • Oh, they'll easily sell that many.

      1.2 million? easy. it doesn't matter if you think
      it's useful or not, people will buy it.
    • This from a person.....

      that most likely never made, marketed
      and sold a thing in their life!
  • RE: iPad may launch only in U.S.

    Maybe it's just a ploy by Apple to get more attention on the iPad?
    • What? you mean that *magic* is not enough?

      It is a <i>magical</i> device with Apple's most
      <i>advanced</i> technology. And it sells at an
      <i>unbelievable</i> price.

      How can it not be a success?
      • You have to really believe and clap, or it will die. [nt]

  • Another gold (err Red Star) for China

    Nice to again see what's left of the middle class in America spend it's money on more made-in-China gadgets.

    And once again, Steve Jobs will take his cut and smile like he's a great American hero.

    Funny how he wouldn't support American workers or American industries, but he sure enjoyed that American liver transplant.

    • Double prodution cost

      If iPad produced in US, then the production cost will be double or triple.
      Which one you choose ?
      A $499 iPad from China, or a $ 999 iPad which assembled in US but with spare part from China ?
  • Ya the bottleneck

    Ya the bottleneck is very low consumer interest in the ipud AHAHAHAHAHAHAa. Get your European handbags ready boyssssssss LOL AAHAHAHAHAHAHAH
  • Buy One? Why?

    I have a lenovo S10-3.
    Why on earth would I buy an iPad?

  • RE: iPad may launch only in U.S.

    Why would you pay for an iPad when there is like a billion places you can get one for free? Here's one for you. www.tinyurl.com/TestAppleProducts
  • Will get one when it comes out.

    It will replace my iPod Touch.
  • How many people can you fool all of the time?

    1.2 million in 2010 and apparently 3.5 million in 2011 (they're obviously the slow learning ones).

    Lisa, Newton, iPad
    • Look at all the developers MS got ...

      Thinking .Net/C# is a great thing.
  • RE: iPad may launch only in U.S.

    600k sold in 2010. 200k plus returned for not displaying the web properly or unable to do anything more then one thing at a time. Furious customer returns become youtube sensation. Product revamped redesigned and re-branded in 2011. iPad a notable footnote in the worst product marketing campaigns of all time.
  • Well, it'll probably be better'n the Zune or XBox [nt]