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According to a report on AppleInsider, KGI Securities Ming-Chi Kuo has stated in a note to investors issued today that he expects the iPhone 6s Plus to be in short supply at launch due to production problems with backlight supplier Mineba.
Kuo says that so concerned is Apple by the issue that it has already placed a rush order with Mineba’s competitor, Radiant, to try and improve supply at launch.
As Kuo notes, shipping time for iPhone 6s Plus has already slipped to 3 to 4 weeks after launch, and he expects that to increase further.
Radiant currently supplies backlight modules for the iPad mini, which is actually not that much bigger than the iPhone 6s Plus screen, possibly giving Radiant the edge in terms of being “more skilled” at making the backlight modules, according to Kuo.
Radiant had already been contracted by Apple to make around 40% of the modules, but this new rush order could increase that to around 80%.
Source: http://appleinsider.com/articles/15...rained-at-launch-due-to-backlight-bottlenecks