All pink
iPhone 6s and
iPhone 6s Plus units are sold out on Apple.com in most markets, with the
iPhone
maker saying the new models are already selling so well they’ll
actually beat last year’s opening weekend record. However, while
Apple and analysts are
citing high demand for the iPhone 6s models, with particular emphasis on the 5.5-inch model, there might be an entirely different reason the device is out of stock.
KGI
Securities Ming-Chi Kuo, an Apple insider whose past reports have
almost always been accurate, said Apple is currently fighting with
supply shortages related to one iPhone 6s Plus component, which is why
the device is out of stock.
Ordering
a sold out
iPhone 6s model will get you a shipping estimate of two to
three weeks, while backordered
iPhone 6s Plus handsets are shipping a
week later than that.
Kuo
says that Apple supplier Minebea is having difficulties with a critical
component, the backlight module, which is why Apple had to order
additional supply from Radiant.
“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 said
in a note to investors seen by
MacRumors. “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%.”
Kuo
further said that Apple will have 1.5 million to 2 million
iPhone 6s
Plus units on hand for sale on September 25th, which is when the new
iPhones hit store shelves.
(www.yahoo.com)
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