Supply of the iPhone 6s Plus is reportedly constrained due to backlight module production issues at Japanese supplier Minebea, according to KGI Securities analyst Ming-Chi Kuo.
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 sees Radiant receiving a 70-80% bump in its orders in September.
We believe Radiant is receiving rush orders, because Minebea is having production issues. This tells us that Radiant is more skilled at producing backlight module for 6S Plus given its accumulated abundant experience supplying the backlight module for iPad mini (a similar size to 6S Plus). 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 sold out of the iPhone 6s Plus on its first day of pre-orders. Please follow iClarified on Twitter, Facebook, or RSS for status updates.
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Comments (8)
Comments are closed for this article.
0
gamerscul9870 - September 14, 2015 at 11:24pm
That doesn't mean the phone will not work anymore. That's when you know you need Jobs if that happens, but this is one tiny issue here that hasn't even reported on how many iPhone had. Either that or this is to make sure every iPhone will be fixed eventually, so either way it's good.
0
The iDevice Pro - September 15, 2015 at 2:15am
I agree 110% @Justabrake!
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gamerscul9870 - September 15, 2015 at 2:39am
I am beyond on the same page with you Lolwut. It's GT and sapphire displays all over again!
0
tubex45 - September 14, 2015 at 7:46pm
First it was the sapphire glass that wasn't going to be produced in sufficient numbers. Apple gives the same excuse all the time.
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gamerscul9870 - September 14, 2015 at 7:48pm
Get is the reason Apple didn't make any sapphire, plus it's the suppliers fault for this to!
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gamerscul9870 - September 14, 2015 at 7:49pm
GT*
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Yeszir - September 14, 2015 at 7:21pm
Same every year!! Trying to get a panic going to get more sales!!!
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gamerscul9870 - September 14, 2015 at 7:49pm
Same gimmick every year. Judging something over a little replacement even if they make sure it's ok before replacing the devices even for free.
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