The ‘Digitimes’ report states:
Sources from tablet PC makers also pointed out that the component shortage is causing their shipment volumes to be unable to catch up with their orders, especially for second-tier players. Touch panels are now suffering the most serious shortage due to Apple holding control over the capacity of major touch panel makers such as Wintek and TPK, and with US-based RIM, Motorola and Hewlett-Packard (HP) also competing for related components, second-tier players are already out of the game, the sources noted.
It seems that second-tier players are virtually unable to enter into the ball-game as the demand for supply in already high from Apple and other companies. Previous reports revealed that Apple had prepaid almost $4 billion to three companies in order to secure the long-term supply of certain components, but the sources could not (or would not) reveal the name of the actual supplier concerned.