Current iPad production levels are indeed low, claims Think Equity's Vijay Rakesh. The analyst cites checks with Taiwanese manufacturers, which suggest "some minor delays" in ramping up production for the tablet. A mere 200,000 to 250,000 iPads per month are said to be possible at the moment, and production may not be able to hit 800,000 to 1 million units a month until at least April. "We believe this is just a minor hiccup in a longer-term entirely new revenue stream and product roadmap for AAPL," says Rakesh.
