iPhone 6s Plus production/supply issues...

Discussion in 'iPhone' started by ap123ap, Sep 14, 2015.

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  1. ap123ap macrumors newbie

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    #1
    Copied from another site:

    iPhone 6s Plus Supply Constrained Due to Backlight Production Issues?

    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%.
     
  2. Michaelgtrusa macrumors 604

    Michaelgtrusa

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  3. ap123ap thread starter macrumors newbie

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    #3
    Seems like they already have by going to another supplier
     
  4. Cryates macrumors 6502a

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    #4
    This is on the MacRumors home page...
     
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