In an report to investors released yesterday, Mr. Misek writes:
"The upcoming iPad launch may be somewhat limited as a manufacturing bottleneck has impacted production of Apple's newest device," Misek wrote. "An unspecified production problem at the iPad's manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K in the month of march, far lower than the company's initial estimate of 1,000K units."
If true, I don't expect any long term impact to Apple or the iPad. Apple is likely motivated by having a good experience during the initial roll out of the iPad, and having long lines at regional Apple stores and limited supply would not be a good experience. If Apple isn't able to significantly ramp up production of iPads, I fully expect the the company to push back the release date of the iPad from the end of March to the end of April.
There is no word on what will happen to the launch date of the 3G enabled iPad models that are suppose to ship about a month after the Wi-Fi only units ship.