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
Apple is "drastically" cutting production of the iPhone Air and shifting focus toward the iPhone 17 and iPhone 17 Pro models, Nikkei Asia reports.
The business publication claims to have learned of a major cut to iPhone Air production motivated by weaker-than-expected consumer interest, nearly to "end of production levels." Despite early reports of the iPhone Air selling out within hours of...
Back in 2012, an Apple retail employee named Sam Sung went viral because his name is similar to Samsung, one of Apple's main competitors. In a recent interview with Business Insider, he detailed that period in his life, how Apple responded, and he explained why he ultimately changed his name.
Someone posted an image of Sung's Apple business card on Reddit in 2012, and it spread rapidly....
The upcoming iOS 26.1 update includes a handful of new features and changes for iPhones, including a toggle for changing the appearance of the Liquid Glass design, "slide to stop" for alarms in the Clock app, and more.
iOS 26.1 is currently in beta testing. The update will likely be released in the first half of November, and it is compatible with the iPhone 11 series and newer, but some...
General Motors began phasing out support for CarPlay in its electric vehicles back in 2023, leading to complaints from iPhone users, but the company has no plans to back down.
In fact, GM is going further and plans to remove CarPlay from all future gas vehicles, too. In an interview with The Verge, GM CEO Mary Barra said that the company opted to prioritize its platform for EVs, but the...
Apple plans to launch a new type of iPhone every year for the foreseeable future, according to an Asia-based source.
The detailed information was shared by the account "yeux1122" in a blog post on the Korean platform Naver, citing domestic trend and component research companies.
Corroborating other reports, Apple will apparently launch its first foldable iPhone in 2026, featuring a...
Apple's new iPhone lineup launched in the fall of 2027 will be called the "iPhone 20" models, rather than the "iPhone 19," according to research firm Omdia.
Speaking at a conference in Seoul (via ETNews), Omdia Chief Researcher Heo Moo-yeol corroborated rumors that Apple plans to move the launch of its standard iPhone to the first half of the year and provided some additional clarity about...
iPhone Air demand failed to meet Apple's expectations and the company's supply chain is scaling back shipments and production, reports Apple analyst Ming-Chi Kuo.
Subscribe to the MacRumors YouTube channel for more videos.
Suppliers are expected to reduce capacity by more than 80 percent between now and the first quarter of 2026, and some components with longer lead times will be discontinued ...
In the fourth iOS 26.1 beta, Apple added a "Tinted" option that reduces the translucency of Liquid Glass for those who prefer a more opaque look. I saw some comments wondering whether the setting might preserve battery life, so I thought I'd do some testing.
Test Settings
I did four separate tests using the iPhone 17 Pro Max, and I kept the parameters as similar as possible. Here are the...
In select U.S. states, residents can add their driver's license or state ID to the Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports and businesses, and in select apps.
Starting today, the feature is available to residents of West Virginia. To set it up, open the Wallet app and tap on the plus sign in...
Apple is one of several tech companies that will contribute to the construction of U.S. President Donald Trump's 90,000-square-foot ballroom, reports CNN.
Construction began on the ballroom this week, and the White House's east wing was torn down. Trump claims that the ballroom will cost $350 million, and that it will be privately funded through donations. The cost has already increased $150 ...
