KGI: iPhone 6s Plus constraints because of display manufacturing issues


While the 4.7-inch iPhone 6s on some UNITED STATE providers is still readily available for distribution on the September 25th launch date, almost all of the bigger, 5.5-inch iPhone 6s Plus designs are currently scheduled to provide in 3-4 weeks for new orders. Baseding on KGI Securities, this is not entirely as a result of high demand for the largest iPhone design. According to a brand-new note from the company, the constraints are really due to supply issues with the 6s Plus’s backlight equipment:

We believe Glowing is obtaining rush orders, because Minebea is having production issues. This tells us that Radiant is more skilled at making backlight component for 6S Plus provided its built up abundant experience providing the backlight module for iPad mini (a similar size to 6S Plus). To speed up accessibility, our team believe Apple has been moving substantial 6S Plus backlight module orders to Radiant. Thus, we estimate the business’s iPhone 6S Plus backlight component orders to increase by 70-80 % to 4-5mn units in September, improving its order allowance from 35-45 % to 70-80 %.

Nevertheless, KGI claims that it anticipates Apple to have in between 1.5 and also 2.5 million 6s Plus systems all set to go for the September 25th ship day. Earlier today, Apple stated that brand-new iPhone pre-orders are currently outpacing the success of in 2014’s iPhone 6 and iPhone 6 Plus pre-order period. This, of program, is not completely unusual as this year’s rollout consists of China, while in 2013’s China launch happened a bit later on compared to the very first wave.

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