The latest iPad mini 2 shortage rumor comes from Jefferies & Co. analyst Peter Misek who believes the second-generation tablet will have a Retina display. However, it is the Retina display which makes Misek worry that stock of the new Apple slate will be limited at launch.
"We expect a Retina Display iPad mini to be introduced at $329. Yields for Retina film based display for mini remain terrible, which is why there was speculation (i.e., Reuters) that the launch could be pushed out to CQ1. We think initial launch supplies could be constrained to as few units as 2-5M."