Amid indications that iPad component availability is improving, iSuppli Corp. (http://www.isuppli.com) is raising its shipment forecast for the product to 13.8 million units in 2010, up from its July outlook of 12.9 million.
Apple in its earnings announcement for the fiscal fourth said it shipped 4.2 million iPads during the three-month period ending Sept. 25. The pronouncement indicates that Apple has been able to overcome limitations in component supply so that it can ramp up production.
“In its previous iPad forecasts, iSuppli noted that the only constraint on shipment growth now is production -- and not demand,” says Rhoda Alexander, director of monitor research for iSuppli. “The only factor limiting production is the availability of key iPad components, such as the Field Fringe Switching (FFS) LCD panels, projected capacitive touch screens and NAND flash. Despite ongoing yield issues, Apple's...| Read more »