According to a DigiTimes report, Apple will be getting 60% of the world's touch panel supply in 2011. Motorola Xoom, HP TouchPad, and the RIM PlayBook are likely reluctant to make a large cash commitment for touch panels as the future (and sales figures) are still quite uncertain.
Last spring and summer, the iPad suffered long delays in shipments which were believed to be caused by touch display shortages. The latest reports show that Apple has put forth a serious committment to ensure the iPad 2 doesn't have the same supply shortages. Apple wants to ship 40 million iPads in 2011, and if 40 million displays is 60% of the supply...this leaves only and estimated 26 million touch displays left for the competition.
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