Japan Parts Shortage May Disrupt iPad 2
Missing pieces include flash memory, random access memory, electronic compass, touchscreen glass, and battery, the latter from Apple's own Japanese factory.
The news isn't all bad. Actual assembly of iPads happens in Foxconn's Chinese factories and they've got unspecified supplies of the missing parts. The question is how long those supplies will last before a disruption that would curtail product flow at the retail level.