Even before shipping starts, rumors suggest iPhone 6S, iPhone 6S Plus supply constraints
Apple is yet to start shipping iPhone 6S, nonetheless there are already rumors doing the rounds that the Cupertino based tech giant may well find it tough to supply the handsets in adequate numbers.
In the last ten months Apple has sold 182 million units of iPhone 6 and iPhone 6 Plus, making them the most successful handsets in the market. The new versions that come with some improvements including in the rear camera capabilities of the newly launched iPhone 6S and iPhone 6S Plus is going to be sold even in larger numbers.
The latest rumor seems to have emanated from an investor note (via Macrumors) issued by KGI Securities analyst Ming-Chi Kuo. The note seems to suggest that the Cupertino based tech giantâ€™s iPhone 6S Plus may face serious supply shortage issues because of backlight module production problems at Apple’s Japanese supplier Minebea.
There is no denying the fact that KGI Securities analyst Ming-Chi Kuo is well-respected in the market and his reports are taken rather very seriously by the market. He has said that Apple is working on the issue. He further says that the tech giant actually plans to resolve the problem by transferring orders for backlight module to a different supplier, Radiant. Kuo says the supplier will see its orders increase by 70-80% to 4 to 5 million units in September.
While elaborating it further he says, â€œWe 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 momentumâ€.