Peter Misek from Canaccord Adams says that the iPad could have some components supply issues that would limit the number of units available (worldwide) at launch to 300,000 units for the month of March. According to Mr. Misek, there’s an unspecified production problem at the contracting company that manufactures the iPad for Apple: Hon Hai Precision. The original plan was to have 1M units ready by launch. During the iPad launch on January 27th, Apple said that the iPad would be available “worldwide” in “60 days” for the WiFi version and in 90 day for the 3G enabled one. Without knowing what production problems Hon Hai Precision allegedly has, it’s hard to tell if this rumor has legs or not. I suspect that most of the components have no reasons to experience shortages, except for the 10″ touch display, and possibly Apple’s A4 processor.
Update March 2, 2010: It looks like the 10″ touch display is in short supply… bingo.