KGI analyst Ming-Chi Kuo has released a new note predicting that supply constraints on key components may result in a serious delay in the release of the larger iPhone 6 model. According to the research note, issues with the in-cell touch panel and coloring of the device could push the launch of the device back to a post-October date, possibly as late as next year.
The note also says that the phone’s sapphire display (which we’ve seen recently in a scratch test video) may not prove sturdy enough in drop tests to go to market yet. Kuo also recently noted that the upcoming iWatch, which will also use a sapphire crystal display, will enter mass production in November. Kuo predicts that when the larger iPhone 6 finally ships, fewer than 15-20 million units will be available.
While the same issues will reportedly affect the 4.7-inch model of the iPhone 6, the issues are expected to be more easily resolved for the smaller size.