Apple’s supply of iPad 2s is clearly constrained, and it doesn’t look like that’s likely to change anytime soon. In fact, Apple’s ability to build more iPad 2s is expected to become even more constrained as at least two of the company’s core component suppliers in the region have temporarily shut down operations to assess damages caused by the March 11th earthquake and tsunami.
The two component suppliers in question appear to be the Mitsubishi Gas Chemical Company, who provide resin to Apple for iOS device circuit boards, as well as Toshiba, which provides Apple with its flash supplies.
The end result is it looks like Apple’s going to have an even harder time making new iPads, iPhones and iPod Touch’s for the rest of this quarter, and possibly well into next quarter. If true, that might make the iPhone 5 launch even more problematic and line-crazy than the iPad 2’s was.
John Brownlee is a writer for Fast Company, and a contributing writer here at CoM. He has also written for Wired, Playboy, Boing Boing, Popular Mechanics, VentureBeat, and Gizmodo. He lives in Boston with his wife and two parakeets. You can follow him here on Twitter.
