Speaking to contacts in Asia last night, Piper Jaffray analyst Gene Munster learned that the production status from Apple's Japanese-based component suppliers is changing hour by hour, but said that none of those partners have been able to quantify the extent of their damage with any degree of certainty, nor have they set a timeline for when production will resume.
In particular, Munster said that Mitsubishi Gas Chemical Co, which he believes is Apple's primary supplier of BT resin -- used in producing printed circuit boards for chips in iPhone and iPad -- is temporarily shut down to assess damage related to the earthquake. Similarly, Toshiba, which produces around 40% of the world's flash memory and supplies a significant portion of that to Apple for its iOS devices, is temporarily shut down for the same reasons.
1 comments:
Write commentsThe iPad is all about the apps. Even now there are a few games out there that are optimized for iPad 2 or have improved iPad 2 modes. Lots of games are free and those that aren't occasionally go on sale. The only two I've bought are Scrabble HD and Dungeon Hunter 2 HD both when they were $1 each. I recommend both. Dungeon Hunter 2 HD is a great 3D game that tries really hard to be Diablo 2 with character classes customization and online play. It looks great and has never crashed or had a framerate stutter. The iPad 1 had problems with crashing and low framerates with games occasionally and this version seems to be a much better gaming system. That's the only big difference I noticed between the iPad 1 and iPad 2 so far though.
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