“Now that Apple has unveiled iPhone 6S and iPhone 6S Plus it can get down to the business of manufacturing enough units to sell them, the company has already said that it’s seeing exceptionally strong demand for the new handsets which are on pace to beat the iPhone 6’s record of 10 million sales during the first weekend,” Adnan Farooqui reports for Ubergizmo.
“KGI Securities claims that delivery dates for the iPhone 6S Plus have already slipped by 3-4 weeks primarily because of production issues with the larger model’s backlight hardware,” Farooqui reports. “Despite warning about production issues, KGI Securities believes that Apple will have up to 2.5 million units ready to start shipments on September 25th, since delivery times have started to slip it’s unlikely that a pre-order placed now will be delivered by the release date.”
Read more in the full article here.
MacDailyNews Take: Pre-orderers, did you get yours in for September 25th delivery? iPhone 6s or iPhone 6s Plus?
SEE ALSO:
Apple iPhone 6s/Plus on pace to beat last year’s 10 million unit first-weekend record – September 14, 2015
iPhone 6s/Plus pre-orders sold-out in China in 12 hours – September 12, 2015
Yes. 6s+ 64gb space grey and 6s 64gb rose gold to be delivered September 25th.
AT&T 2 year contract – 6S Plus 64GB Rose Gold
Oct 16th-23rd (shipping-not delivery) date.
No word yet if this will change. This at the 4 minute mark. I just can’t type fast enough.
I also ordered from ATT and got a 4-6 week ship estimate. I cancelled my order and bought from apple for 2-week delivery
Wont ever order from ATT again
All the Apple shipped ATT orders – like mine to get one last 2-yr contract price @ 12:21 PDT – reported no sooner than Oct 16-23, except a few I saw reported Sept 25. My 128GB Space Gray 6S Plus will probably be among the later delivered. But I’m still holding out hope for a miracle.😖😜😱💥😃⌚️🎉😘😎📱
Got one of each…. Ordered mine 20 minutes after online ordering started.
iPhone 6s space grey, Verizon 128gb for 9/25
iPad mini4 128gb, space grey delivery 09/17 to 09/21
Reservation for 128 SG 6sPlus for iPhone Upgrade at 0800 on 9/25 at my local Apple Store. Hopefully that reservation means there actually is a phone tied to that (a la Jerry Seinfeld).
Set it up at 0304 ET 9/12.
Sigh. I live in the mountains in a cell shadow — no service — so no order…
How do these people know about Apple production issues? Who would be revealing that sort of information? It’s like Apple is the only company that ever has production issues. Most companies don’t talk about that sort of stuff. All products require production time if that’s what they mean. If demand is overwhelming a company can’t simply ramp up production above 100% to fulfill extra orders because it depends on component manufacturers, too. It’s stupid to have worries that consumers won’t wait and will buy some other companies product instead. We’re not talking about medical supplies or life-saving devices.
“I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.”
– Tim Cook (during the Q1 2013 esults conference call)
Digging back to the 9to5 Mac source article, this is what they quote from KGI:
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%.
What’s-His-Name-God-Of-Apple-Analysis at KGI comes up with some conspicuously restricted information. My best guess is that he knows a few moles within the industry, such as Foxconn employees breaking the NDA (Non-Disclosure Agreement). <-Typical China culture rubbish where 'trade secret' translates into 'black market leaks for sale'. 😛 Sadly, there's a demand for illegal corporate inside information.
Ming Chi Kuo is a far better marketer than he is an analyst.
“What’s-His-Name-God-Of-Apple-Analysis at KGI comes up with some conspicuously restricted information”
The reality is that he doesn’t have to have any special sources. Nobody can confirm his rumors today, and in 4 months nobody will care. From a brand awareness point of view these unprovable reports are golden. They keep his name front and center, and they will never come back to haunt his veracity.
Kuo has a miserable track record when it comes to his speculation that can be proven in the future. Point is that nobody takes the time to consistently check his reports against revealed results.
I have been, and Kuo is just like most bloggers/rumor mongers, etc., he should keep his mouth shut.
He may not be right all the time, but he’s definitely right (or closer to the truth) more than many other ‘Apple analysts’.
No, he isn’t.
Supply Chain Genius, where are you?
I always loved it when an Apple keynote ended with the emphatic positive statement, “and it’s available today!” Seems that with all the money and people Apple now has, it’s management team can’t pull that off anymore.
Maybe because EVERYONE wants one.
Exactly. In Steve’s time, all they needed to have ready for the launch day was a few hundred thousand units. Not even God of gods could have ten million of anything ready for the launch weekend.
Apple uses new model iPhone launches to make FQ4/xx look positive. If you’ll notice the launch weekend has been (on rare occasion) a full week before the end of the quarter (as it was last year) vs the last weekend of the quarter. This is done to mask how well/badly the outgoing iPhone did in its finsl quarter as Apple’s flagship. Last year expectations of a larger screen iPhone were so high that in the September quarter iPhone 5S sales fell off a cliff. Think about it. Apple reported 39.3 Million iPhones sold during the September quarter 2014. The iPhone 6/6 Plus were available for 9 days. Apple reported >10 Million iPhone 6/6 Plus handsets sold during its launch weekend (3 days). Its safe to say that Apple sold a similar number in the following 6 days for a total of 20 Million iPhone 6/6 Plus handsets sold during the September quarter of F2014. That means unit sales of the iPhone 5S/5C totaled a mere 19 Million units, a decrease from the June quarter of >50%. September 2014 iPhone sales looked good entirely due the early launch date of the iPhone 6/6 Plus.
This year is different. Sales of the iPhone 6/6 Plus have remained strong all year long. This year won’t require any launch day shenanigans to beat last year’s results.
If Apple sells 51 Million iPhones this quarter, with 10 Million coming from first weekend iPhone 6S/6S Plus sales, it’ll mean the retiring flagship iPhone sold ~115% more units that it did last year. That’s how strong demand is for Apple’s large screen iPhones.
If I owned Samsung equities I’d be very concerned about the future. If TSMC only garners 45% of Apple’s A10 fab business (rumored to be getting much more than that), coupled with increasing sales of iPhones, Samsung is headed for a hard fall.
iPhone 6s Plus 128 rose gold
Had my order in 2 minutes after the store opened here in Florida – used the Apple Store app. Delivery on August 25th, ordered 128GB rose gold iPhone 6s Plus.
T-Mobile won’t even give a date…
To be delivered on Sept 25:
iPhone 7S Plus Rose Platinum 512GB
6-12 oct. space grey ordered 3 pm CST apple app. Every colors so fem. why cant i get a black one. Rose gold? Most are put it in a case. But a white face is more strain on eyes. I don’t get it.
Yeah, I miss the iPhone 5 jet black. Please bring it back Apple.
Black is the hardest color to achieve when anodizing aluminum. I believe the “Space Gray” happened when they tried for black. They gave it a new name and went with it. Doubt if you will see true black anodized aluminum anytime soon.
I got my preorder using the iPhone Apple Store app. iPhone 6s Plus 128 GB Space Gray AT&T (no-contract). 12:08 AM Pacific on the email receipt, and I even had time to enter 4 Apple Store gift cards, and change my primary credit card.
Oh also, September 25 ship date.
It’s because of issues with production… if apple doesn’t sell 10 million with an added 10th country being the LARGEST market… they are in TROUBLE! LOL
Apple added China because they knew they couldn’t smash the previous records.
1) “It’s because of issues with production”
Apple didn’t make excuses about production issues. That’s the analyst.
apple just said demand is out stripping supply.
2) ” if apple doesn’t sell 10 million ” …
Apple has stated today they are selling more this time
3) Apple added China as they can this time (previously they were all kinds of political issues etc) , they want to make sure this time as China is a large market.
It’s weird that the troll always spin it, last year when China wasn’t on the list, trolls said that the lines in the US and being sold out was because Chinese were buying them and shipping them to China (and that US sales were actually low etc).
When it suits them trolls twist it the other way like Recently with the VERY LIMITED Apple Watch launch with no physical outlets (and still very limited today) the trolls did NOT mention the LIMITEDNESS of the channels but merely bashed “Apple Watch sales bad”.
In the end suffice to say every Android maker will die for HALF the profits Apple will make.
Or maybe it was to keep people from flying to the US in giant mobs to wait in line at US Apple Stores which several places reported seeing last year.
Apple will sell every iPhone that they are able to make, as fast as they can make them. There won’t be any sitting on a pallet in a warehouse, anywhere on this planet. Universal demand for food and sex may be greater, but it’s close…
As usual, every year, a way to manipulate the stock. Never mind that Apple has said that they are going to beat last year’s number.
In two weeks, the conjurer will say that somehow at the last minute the supply chain was solved. He will never be wrong and he will never be taken to task. Repeat a lie often enough and you know ….
The lie being that he is an accurate source of information.
Ordered from Apple on Saturday morning and so I could get the 9/25 delivery.
128GB iPhone 6S Plus in Gold
6s Plus delivery set for the 25th. 😀