According to Digitimes, the iPad 2 supply may be strained due to cover lenses needed for the touch panel modules. Apple has sold between 2.4 to 2.5 million iPad 2s in March alone, and obviously they want to keep on selling as many as possible so this could really mess things up.
That is, unless manufacturers ramp up their production of the necessary lens component. TPK Touch Solutions and G-Tech Optoelectronics are trying to produce more cover lenses for the iPad 2, along with competing devices. Apple’s sales may be in their hands. Hopefully they can get more lenses produced.