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Kuo: iPhone 6S Plus in Supply Constrained Due to Backlight Module Production Issues

Kuo: iPhone 6S Plus in Supply Constrained Due to Backlight Module Production Issues

Where would we be without a report of a new iPhone being in short supply due to a production issue? KGI Securities analyst Ming-Chi Kuo, in a note to investors, claims the iPhone 6s Plus is in short supply due to Japanese supplier Minebea’s production issues for the backlight module.

Kuo: iPhone 6S Plus in Supply Constrained Due to Backlight Module Production Issues

 

Kuo, via MacRumors:

We believe Minebea’s (JP) backlight module production issues in supplying iPhone 6S Plus (6S Plus) is one of the main factors in the model’s supply shortage. To tackle this issue, we believe Apple (US) has been increasingly transferring high-ASP 6S Plus backlight module orders to Radiant (6176 TT, NT$106.5, OP), boosting its sales momentum.

Kuo says Radiant will see its orders increase by 70-80% to 4-5 million units in September.

Shipping estimates for the iPhone 6s Plus quickly slipped to 3-4 weeks or later for most models. Kuo claims that is due more to the supply chain issues, rather than strong demand. Kuo says Apple will have 1.5 to 2 million iPhone 6s Plus units on hand for sale on launch day, September 25th.

Apple announced this morning that pre-orders for the iPhone 6s and iPhone 6s Plus are “on pace to beat” last year’s record breaking 10 million units sold on opening weekend.

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