One of the reasons Apple’s competitors have had such a hard time manufacturing their own sub-$500 tablet is because Apple’s got a lock on most of the world’s available touch panel supply. Things aren’t going to get any easier for them: Apple has just added Chimei Innolux as a third supplier of touch panels for the iPad 2.
From a consumer perspective, hopefully this means more iPad 2s, which still remain constrained. How constrained? A month after launch and people are still camping overnight to get one. Like they were Phantom Menace tickets or something!