iPhone 6s Plus in Short Supply Due to Backlight Module Production Issues
KGI Securities analyst Ming-Chi Kuo has issued a note to investors that claims the iPhone 6s Plus is facing supply shortages amid pre-orders due to backlight module production issues at Japanese supplier Minebea.
Kuo says that Apple is looking to resolve the problem by transferring backlight module orders to alternative supplier Radiant. The supplier will see its orders increase by 70-80% to 4-5 million units in September.
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.
While shipping estimates for the iPhone 6s Plus have slipped to 3-4 weeks or later for most models, Kuo believes the primary reason is because of supply chain problems rather than strong demand. The analyst expects Apple to prepare 1.5 to 2 million iPhone 6s Plus units for sale on September 25 launch day.
The switch from Minebea to Radiant should help improve iPhone 6s Plus supply through September.
To accelerate availability, we believe Apple has been transferring substantial 6S Plus backlight module orders to Radiant. As such, we estimate the company’s iPhone 6S Plus backlight module orders to increase by 70-80% to 4-5mn units in September, boosting its order allocation from 35-45% to 70-80%.
Apple informed the media this morning that iPhone 6s and iPhone 6s Plus pre-orders are "on pace to beat" last year's record-breaking 10 million iPhone 6 and iPhone 6 Plus units sold on launch weekend in September 2014.
Popular Stories
The iMessage service that Apple users to send messages to one another appears to be down for some users, and messages are failing to go out or are taking an extra long time to send. There are numerous reports about the issue on social networks and a spike of outage reports on Down Detector, but Apple's System Status page is not yet reporting an outage. Update: Apple's status page says...
There are concerning reports on Reddit that Apple's latest iOS 17.5 update has introduced a bug that causes old photos that were deleted – in some cases years ago – to reappear in users' photo libraries. After updating their iPhone, one user said they were shocked to find old NSFW photos that they deleted in 2021 suddenly showing up in photos marked as recently uploaded to iCloud. Other...
This year's upcoming iPhone 16 Pro Max is expected to get a boost in overall size from 6.7-inches to 6.9-inches, and a new image gives us a good idea of how the current iPhone 15 Pro Max compares to what could be Apple's largest ever iPhone. The image above, posted on X by ZONEofTECH, shows a dummy model representing the iPhone 16 Pro Max alongside an actual iPhone 15 Pro Max. Dummy...
A bug in iOS 17.5 is apparently causing photos that have been deleted to reappear, and the issue seems to impact even iPhones and iPads that have been erased and sold off to other people. A Reddit user wiped an iPad following Apple's guidelines in September of 2023 before selling it off to a friend. That friend updated the iPad to iPadOS 17.5 this week, and began seeing the Reddit user's old ...
Some new M4 iPad Pro models are exhibiting a visible static grain pattern across the OLED display, according to several user reports on Reddit (1, 2, 3) and the MacRumors Forums. Image credit: MacRumors user bk215 Users who see the grain generally report that it is most noticeable in dark environments with the display set at a low to medium brightness while viewing content with gray or muted...
In April, Apple updated its guidelines to allow retro game emulators on the App Store, and several popular emulators have already been released. The emulators released so far allow iPhone users to play games released for older consoles from Nintendo, Sony, SEGA, Atari, and others. A list of some popular emulators available on the App Store so far follows. Released Delta Delta is...
Top Rated Comments
Slackers.
Last year pretty much every model except the Sprint ones got pushed back a couple weeks by morning, and there were huge lineups because Apple didn't allow reservations.
Expect a much smoother launch this time around. I still haven't decided whether to jump from the 6 to the 6S; I kinda want to get on the S generation but the money.. the money! Why must everything be limited by this money thing.