In a post-tsunami teardown, iSuppli identifies vulnerabilities in Apple's supply chain
Many analysts have tried to gauge the effect of Japan's troubles on Apple's (AAPL) supply-constrained iPad 2, but the report issued Thursday afternoon by iSuppli's Andrew Rassweiler is the most thorough we've seen. He identifies five key components:
Apple can get NAND and DRAM from other sources, notably Samsung and Micron. The battery, compass and glass are not so easily replaced, says Rassweiler.
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