2 Million iPads and counting. I believe that number already eclipses what any other manufacturer will be able to reach with their misc. tablet products.
Having more demand than expected is always good thing. Not having enough supply is not. A lack of supply continues to constrain sales at least in the US. It's just speculation, but Apple may be significantly ramping manufacturing for the next iPhone and running a little thin on assembly lines at the moment.
They're well on their way to selling more than 4 million units for the year and the new iPhone is sure to do some large business and set some new benchmarks in the industry. At this point I'm really interested in what's going to go down at WWDC regarding the iPad and OS 4 (which will be installed on the new iPhone by default).