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发帖数: 238 | 1 Apple's iPad 2 supply concerns mount
http://money.cnn.com/2011/03/23/technology/apple_ipad_japan_sup
NEW YORK (CNNMoney) -- The crisis in Japan may make the already impossible-
to-get iPad 2 even more difficult to find.
The earthquake, tsunami and aftershocks have halted or delayed production of
many components that are found in the iPad 2, including NAND Flash memory,
touch screens, image sensors, batteries and the special resins that are used
to hold chipsets together.
11Email Print Shares of Apple (AAPL, Fortune 500) have fallen more than 5%
since the massive earthquake two weeks ago.
Japanese suppliers are responsible for 35% of the world's NAND Flash
production, according to IHS iSuppli, and Japan is the world's leading
source of semiconductor and LCD manufacturing equipment, according to
DisplaySearch.
Global supply constraints have been exacerbated by rolling blackouts, which
remain a problem in some areas. Experts also say many production facilities
won't be able to go online until the aftershocks stop.
With wait times for iPads stretching to four to five weeks in the United
States, investors have begun to worry about Apple's ability to keep up with
customers' demand. The tablet is also still on track to go on sale in the
international community on Friday.
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