Apple iPad Could Be Experiencing Manufacturing Issues, Says Analyst
Apple's iPad tablet PC could be experiencing unnamed issues within its manufacturing pipeline, which could limit the scope of the device's initial rollout, according to Canaccord Adams analyst Peter Misek. The news comes just as Apple is ramping up content deals with a number of content providers, as well as encouraging developers to use the iPhone SDK 3.2 beta to create mobile applications for the tablet. Apple has predicted the iPad will support 140,000 apps at launch.Apple's release of its iPad tablet PC could initially be limited due to unnamed issues within its manufacturing pipeline, according to a widely circulated analyst report.
Canaccord Adams analyst Peter Misek wrote in a March 1 research note, widely reprinted on sites and blogs such as Apple Insider, that Apple was experiencing "an unspecified production problem at the iPad's manufacturer, Hon Hai Precision," that would "limit the launch region to the U.S. and the number of units available to roughly 300k in the month of March." Although the launch could also potentially be delayed until April, Misek added, Apple could sell as many as 1.2 million iPads in fiscal year 2010.
That news comes as content developers, including Conde Nast, are developing apps that take advantage of the iPad's 9.7-inch touch screen and 3G connectivity. Conde Nast's first publications adapted for iPad will include Wired, GQ, Vanity Fair and The New Yorker, according to a March 1 article in The New York Times. Apple's negotiations for content have included, reportedly, offering television shows from an undefined number of studios on the iTunes store for a dollar apiece.
On Feb. 24, bloggers and developers noted an "Explicit" category that briefly appeared on the iTunes Connect System, which lets developers submit new apps to the App Store, but the category disappeared as soon as news of it spread. Whether its appearance was a test or a glitch remains to be seen.
In any case, the prospect of the iPad's release has led to a spike in third-party developers building apps for the iPhone OS, according to mobile analytics company Flurry, which noted in a Feb. 12 company blog posting that there had been a threefold increase between December and January in the number of Flurry analytics being integrated into iPhone OS applications. According to Peter Farago, vice president of marketing for Flurry, those numbers were indicative of "excitement generated by Apple's iPad event in January."