iPad 2 shortages continue, relief 1-2 months away
'Apple misread demand,' says one analyst
Computerworld - Apple's iPad 2 is in extremely short supply, with shipping delays from Apple's online store now standing at four to five weeks and customers at several prominent retail stores today going away empty-handed.
But those shortages aren't due to the unfolding disasters in Japan, and likely will be solved in the next month or two, analysts said today.
"Just because Apple's showing four to five weeks does not necessarily mean that's the next time you can buy one," said Brian Marshall of Gleacher & Co. "I expect that Apple will stagger shipments to its retail stores, with the next large one coming Monday, March 21."
As of noon ET Tuesday, Apple's online store showed "4-5 weeks" as a shipping window for all iPad 2 orders. That delay is almost double last week's, when the e-store indicator changed several times on March 11, first from two to three business days, then five to seven days, and finally settled on two to three weeks.
Apple started selling the iPad 2 last Friday, first through its Web store and then at 5 p.m. local time at its retail outlets.
Marshall admitted that a four-to-five week delay is unusual for Apple. "Five weeks is pretty intense," he said.
In the past, Apple has dealt with low supplies and high demand for new products, particularly the iPhone 3GS in 2009 and then last year with the iPhone 4. With the latter, Apple posted delays of up to three weeks on early iPhone 4 orders, and Apple CEO Steve Jobs apologized for the short supply of the new smartphone.
But the best comparison would be the iPhone 3G, said Stephen Baker, an analyst with retail research firm NPD Group, because, like the iPad 2, that smartphone was the second-generation model following the debut device that many saw as sporting serious flaws.
In 2008, iPhone 3G shipping delays extended for more than a month at Apple's U.S. carrier partner AT&T, although Apple had sufficient supplies to meet demand within three weeks.
Marshall said that the iPad 2 shipping delay and the limited supply of the new tablets at Apple's retail stores was due to "tremendous demand," and not indicative of a production problem.
Rhoda Alexander, an analyst at IHS iSuppli, concurred.
"The current shortage is not at all related to Japan," she said, referring to the earthquake and tsunami of last week, as well as the partial meltdown of several nuclear reactors at a plant on the northeastern Japanese coast. "It's the usual case of a new product and new excitement. Apple is just ramping up now and [the demand is due to the fact] that there's a huge portion of consumers who will not buy a first-generation product no matter what."
- iPad sales skew even more toward Mini
- Apple's Mac ends up in tablet cannibal pot, too
- The case for an iPad Pro
- Is Apple's 13-in. iPad a desktop for kids?
- Balky browsers tick off tablet owners
- The PC's fate hinges on tablets, but it's 2014 or bust
- iPhone, iPad dwarf mobile rivals in small- and mid-sized firms
- iPad grabs top spot in tablet purchase poll
- Tablets remain tops in American gift-buying plans
- iOS 7 now powers 3 out of 4 Apple devices
- Path Selection Infographic Path Selection Infographic
- Hyperconvergence Infographic A wide range of observers agree that data centers are now entering an era of "hyperconvergence" that will raise network traffic levels faster...
- Preparing Your Infrastructure for the Hyperconvergence Era From cloud computing and virtualization to mobility and unified communications, an array of innovative technologies is transforming today's data centers.
- How WAN Optimization Helps Enterprises Reduce Costs If you wanted to break down innovation into a tidy equation, it might go something like this: Technology + Connectivity = Productivity. Productivity...
- Cloud Knowledge Vault Learn how your organization can benefit from the scalability, flexibility, and performance that the cloud offers through the short videos and other resources...
- LIVE EVENT: 5/7, The End of Data Protection As We Know It. Introducing a Next Generation Data Protection Architecture. Traditional backup is going away, but where does this leave end-users? All Macintosh White Papers | Webcasts
Our new weekly Consumerization of IT newsletter covers a wide range of trends including BYOD, smartphones, tablets, MDM, cloud, social and what it all means for IT. Subscribe now and stay up to date!