Yuanta Securities analysts claim iPad 2 will be delayed until June (Updated)

The iPad 2 may be delayed due to "production bottlenecks" at manufacturing company Hon Hai Precision, parent company of Foxconn. This delay is partially the result of unspecified changes in the iPad 2 design made by Apple before the Lunar New Year on February 3, according to a report from Yuanta Securities analysts Vincent Chen and Alison Chen.

"Our checks suggest new issues are being encountered with the new production and it is taking time to resolve them," writes Chen. "As a number of Android 3.0 tablets are being launched in April and May, the delay in iPad 2 shipments may give the Android camp a brief window of opportunity."

A two month delay would push the iPad launch close to Apple's Worldwide Developers Conference and the expected launch date of the iPhone 5. It is possible that Apple could tie the announcement and launch of the two iOS devices together, but the retail debut of two extremely popular devices at the same would be a logistical nightmare. A delay would also cut into analyst's forecast of 30.6 million iPad shipments for 2011, a figure that could drop to 23 million following a delay.

We should note this latest report contradicts previous rumors that suggest the iPad 2 has entered production and is on track for a March release. Both the Wall Street Journal and Japanese website MacOtakara claim to have sources that confirm the iPad 2 is rolling off Asian production lines. According to Bloomberg, an Apple representative in Hong Kong declined to comment on this delay, and Hon Hai spokesperson Edmund Ding was not reachable.

Update: The Loop chimed in with a rebuttal that claims this rumor is absolutely not true. And AllThingsD also claim the iPad 2 will be introduced during a March 2 event.

No Fifth-Generation iPhone Launch Until September?

Tuesday February 22, 2011 09:53 AM EST; Category: iPhone
Written by Eric Slivka

Following close on the heels of analyst claims that Apple made last-minute design changes to the second-generation iPad that will see the device not launch until June, Business Insider now reports that FBR Capital Markets analyst Craig Berger is similarly predicting that the fifth-generation iPhone may not make an appearance until September. Berger writes, "For the iPhone 5, we continue to hear that a July launch is unlikely, with various casing suppliers and touch suppliers still ramping up, with some chip vendors not having yet received firm iPhone 5 orders, and with other sockets like the image sensor (most likely going to Omnivision exclusively, but with some potential for Sony to split that socket) still in flux. Given these factors, we think a September launch is more likely, off from Apple's traditional iPhone launch schedule, but giving the firm more time to enhance its next-generation instant communications on the phone."

Apple has released new iPhone models nearly like clockwork each year in June or July since the device's debut in 2007. Consequently, a September launch for the next-generation model would be a significant deviation from that trend, which Apple executives have acknowledged is part of an annual cycle of product releases.

One thing that is different during this year's cycle is mid-year product introductions, with the iPhone 4 making its way to Verizon earlier this month, and potentially offering a way for Apple to milk more life out of the device. But at least for the time being, that effect would only apply in the United States, as the CDMA device has not yet launched in other markets and many countries do not even offer significant CDMA-based networks on which the device could run. In a similar vein, Apple has said that it will be releasing the white iPhone 4 sometime this "spring", which could provide another boost to the line, although Apple has of course already delayed the device's launch several times and some observers are skeptical that it will ever see a release.

Still, we tend to take most research analyst claims with a grain of salt, as they tend to be wrong more often than right. But they do occasionally offer up accurate information from Apple's supply chain, and thus it bears watching to see if more independent claims of this nature begin to surface.