I'm not particularly surprised to hear there are display shortages. Display shortages appear to be a chronic issue. I am, however, surprised about the speaker shortage. I don't remember hearing that be a hold-up with an Apple product before. Do we know much about the new iPad 2 speaker? I've assumed that Apple doesn't care much about the internal speaker, and assumed it would pick something simple, cheap and not in high demand. Perhaps I'm mistaken.
Don't speakers use a small amount of rare earth metals? Could the speaker shortage be related to Chinese-imposed restrictions on these materials?