Any problems with iPad shipments at the moment are more attributable to restrictions on display supply, and Apple suppliers conforming to "more sound" labor standards, says Sterne Agee analyst Shaw Wu. "Recently, we have gotten questions from investors whether speculation of iPad production cuts carry any merit. From our supply chain checks, we believe concerns have good intentions but misplaced as it appears that production is limited more by supply of new HD retina displays and conforming to more sound labor practices vs. slowing demand," he writes in a new memo.
