Apple on Monday announced record results for
the fourth quarter of fiscal 2014, with the iPhone
6 and iPhone 6 Plus having played a crucial role
despite being available in stores for only 10 days
during the period. The company sold more than 10
million units during launch weekend, and that
doesn’t even include China. The phones were
released in the largest market in the world about
a month later, where they were met with huge
demand, with many buyers purchasing the phablet
version, according to unofficial estimates.
Following its previous reports that largely said
the same thing, Digitimes is again saying that
Apple is going to increase iPhone 6 Plus
manufacturing volumes in order to “satisfy strong
demand from China.”

Sources familiar with the matter said that Apple
is shifting production capacity to the iPhone 6
Plus, with iPhone 6 to iPhone 6 Plus supply ratio
“likely” to change to 55:45, from 70:30 or 65:35
set originally.
iPhone 6 Plus is still significantly constrained,
with current estimates in Apple’s U.S. online store
still showing a wait time of up to four weeks, no
matter what iPhone 6 Plus version (color, storage,
carrier) is chosen.
“At this point we’re selling everything that we
make,” Tim Cook said in Apple’s Q4 conference
call, during the Q&A session, without offering
any specific details about the iPhone 6/6 Plus mix.
“And so it’s difficult to say that we’ve estimated
well on the SKU mix, or the split between the
iPhone 6 vs. 6 Plus. From everything we can tell,
we’ve done a pretty good job on that. But I’ve
stopped short of saying there’s no issue at all.
Because it’s hard to tell when you’re at a point
where you’re selling everything you’re making. It’s
a good problem to have.”