Apple's growing shortages for the iPhone 4 before launch may have been sparked by the unique 960x640 Retina Display at its heart. Rodman and Renshaw analyst Ashok Kumar claims that supply checks have Apple cutting its monthly iPhone 4 production in half to two million units due to LG Display's inability to make enough LCDs in time. There's a "non trivial risk" that demand for the legacy iPhone 3GS could trail off in the summer quarter before the iPhone 4's production is in full swing, Kumar said.
