Following the Japanese quake, many analysts predicted supply issues for Apple's iPad 2 and upcoming iPhone 5. In fact, just today It remains to be seen whether delays will materialize, but Ghai notes that Apple's primary manufacturing source, Hon Hai, doesn't expect any shortages. Furthermore, he mentions that bumping the iPhone 5 to a fall launch could prove beneficial as it would give Apple more time to polish the handset, which would arrive during a stronger shopping season.