Apple have reportedly taken 60-percent of the total available touch panel capacity, with this control over touch panels, RIM's upcoming PlayBook will be delayed by a month giving Apple's iPad 2 a decent head start in sales.
Whether Apple see any decent delays, is not known - they're primary manufacturing source, Hon Hai, does not expect any shortages. Given the Japanese event, most analysts are expecting supply issues for the iPad 2 and iPhone 5. With the secure stock of touch panels, this might not be the case. Rumor has it the iPhone 5 will have a fall launch which gives Apple a decent amount of time to polish the handset as it will face fierce competition from Android-based devices.