Surface Pro production shortage is very real

And it may take some time for Microsoft to balance supply and demand, Gottheil warned. Touchscreens are tight for most device makers -- Apple seems to be one of the few OEMs to be immune, likely because of its longer history sourcing components for its iPad line -- and it's possible Microsoft will have trouble upping production of the Surface because of that.

"Microsoft just didn't get a chair at the touchscreen table early enough," said Gottheil.