Looks like the supply ratio is indeed shifting towards more Pluses. However, its effect on retail channels will not be felt for a while.
Source: http://www.digitimes.com/news/a20141007PD203.html
One of the key statements from the article is this:
But most component suppliers' current inventories are not sufficient for extra iPhone 6 Plus orders
Ultimately, it doesn't matter what Apple does to shift production. If the suppliers of components for the 6+ can't meet demand, then changing production capacity really has no impact because the limitations of the suppliers will still be a bottleneck.
It does raise a question in my mind about what Apple does in their research to gauge the retail sales environment and customer demand. How can they be so wrong on two phones in a row? First, I think they mildly underestimated the demand of the 5s over the 5c, and they clearly were wrong on the demand of the gold 5s. Now it seems that they were grossly in error on the demand of the larger phone.
It does beg the question in my mind if Apple is simply saying internally, "This is what the consumer should want!" or if they are actually doing some research to determine what the public is looking for in technology.
Unquestionably, SJ had an amazing knack for creating desire in people for new technology or technology packaged in a new way. Ideas that people poo-poo'd at release became wildly successful. But the 6+ is simply Apple's reactive offering of a feature (size) that was already widely found in the marketplace. I would think they would have had a better grasp on what demand would be.
