Canaccord Adams analyst Peter Misek claims the introduction of Apple's iPad may be delayed or limited in quantity due to an "unspecified production problem".
While the tame Apple press has been attacking Misek and calling his comments a rumour, there is nothing actually new about them. Ever since Jobs' Mob finally announced that its iPad really existed we have been reporting that all is not well in the Far East. Misek said Apple's Taiwan-based supplier Hon Hai Precision could be facing a production bottleneck or a shortage of components.
This will limit the launch region to the U.S. and the number of units available to roughly 300,000 in the month of March, far lower than the company's initial estimate of 1 million units. The delay in production ramp will likely impact Apple's April unit estimate of 800,000. Leaving aside the fact that Apple is unlikely to be able to sell a locked in netbook without a keyboard at twice the price of what an open machine would cost, what Misek is saying is absolutely true.