The earthquake and tsunami which hit northern Japan on March 11th could create significant component delays for the iPad 2 and iPhone 4, claims Piper Jaffray analyst Gene Munster. Asian contacts reportedly say that the production status of Apple's Japanese suppliers is changing by the hour, and that none of them can definitively detail the damage they've suffered or when production will start up again. Two companies in particular are thought to be especially important: Toshiba and Mitsubishi Gas Chemical.
