Japan’s earthquake may causelogistical disruptions and component supply shortagesfor Apple Inc.’s iPad 2, according to IHS iSuppli. And NAND and DRAM prices havejumped on the spot market.

Len Jelinek, an analyst with IHS iSuppli, also重申了研究公司的s position,saying that the supply chain remains fragile amid the aftermath of the quake.

Surprisingly, though, IHS iSuppli has raised its IC forecast despite the recent earthquake in Japan.

Late last year, the research firm predicted that the IC market would grow 5.1 percent in 2011 over 2010. Now, it predicts that the IC market would grow 5.8 percent in 2011, 2.4 percent in 2012 and 5 percent in 2012, Jelinek said.

Jelinek also predicted that the silicon foundry market would grow 15 percent in 2011. In 2010, the IC market jumped by a whopping 31.8 percent and the foundry business grew by 46.6 percent, he said at MagnaChip Semiconductor Ltd.’s 2011 Foundry Technology Symposium here.

The analyst also warned that the forecast remains fluid amid the supply chain issues in Japan. ”The biggest concern is the unstable power grid” in Japan, he warned. ”The majority of the damage sustained affected support functions such as gas or chemical delivery systems, water or power.”