iPad 2 production delay gives Android 3.0 window of opportunity

The next generation iPad, creatively named the iPad 2 by the keen press, could be delayed to June this year because Foxconn’s suffering from “production bottlenecks” according to analysts at Yuanta Securities.

Apple altered the design just before the Lunar New Year, says Yuanta, though Apple is taking its normal line and refusing to comment at all. Hon Hai / Foxconn has not responded, either. Vincent Chen, analyst at Yuanta, is quoted in the Taipei Times as saying problems are “being encountered with the new production and it is taking time to resolve them.”

Chen suggests that the delay could give Android 3.0 tablets the upper hand, as some are being released in April and May. “The delay in iPad 2 shipments may give the Android camp a brief window of opportunity,” he said.

The report says a two month delay could deflate overall shipments from 30.6 million to 23 million units this year. Meanwhile, shares at Hon Hai sank to their lowest point since last December, 2.2 percent to NT $111.50, or US $3.8, at the close of Taipei trading.