Digitimes has heard, from supply chain sources, that the unexpected demand for iPhone 6 Plus has forced Apple to adjust the supply chain ratio. The change echoes an earlier rumour claiming that the iPhone 6 Plus account for about 60% of all iPhone 6 shipments.
Although it will take some time for this adjustment to take place on the production side of the supply chain, the result will be a 3-4 million lower output in iPhone 6 devices. More pertinent is that component suppliers’ current inventory is not enough for the adjusted iPhone 6 Plus orders, so it is hard to estimate when the change will be “visible”
The iPhone 6 and iPhone 6 Plus will launch in China on October 17, with reservations already surpassing 7 million units.
In a separate report, Digitimes’ sources claim Samsung is having a hard time competing with TSMC for A9-chip orders. The Korean company has “attempted to offer low quotes to obtain 14nm FinFET foundry orders for A9 processors”, but, apparently, Apple’s skipped them due to yield rate issues in the 14nm FinFET process.
In addition, the same sources deny Samsung’s involvement in manufacturing the A8 processors, despite its capacity for 20 nm processing (the process used by TSMC to manufacture the A8 processors). This contrasts with earlier rumours of Samsung taking about 30% of A8 chip orders.