This shortage in the in-cell display panels used in the iPhone 5 comes despite the fact that Apple has recruited not only its traditional display manufacturing partners LG Display Co. and Japan Display Inc., but also Sharp. Still, production of those in-cell panels has proven to be much more laborious.
Sharp in particular has been struggling to meet the booming demand. Still, this shortage is nothing like you’re used to seeing - Apple managed to sell 5 million iPhone 5 over the opening weekend with that shortage in mind. Moreover, this shortage will likely be one that display manufacturers will overcome quickly, but it’s just not yet clear exactly when.