White echoed the take of most other analysts, who said that disruptions in iPad 2 manufacturing would be temporary, and likely solved by workarounds.

"If this was the only plant where Hon Hai assembles iPads, it would be different," said White. "But they have still more production at Chengdu, as well as the Shenzhen facility. If all they need is an incremental capacity, this will not be something that materially affects Apple."

According to White's sources, although iPad 2 production was being shifted from Shenzhen to Chengdu in western China before the explosion, the former remains the primary location for Apple's tablet manufacturing.

Taiwan-based reported today that the affected plant produced between 25% and 30% of the iPad 2s shipped last month.

Apple has been unable to match iPad 2 supply with demand since it launched the . Currently there is a one-to-two week delay between ordering an iPad 2 on Apple's online store and when the tablet is shipped to the customer.