In a note to investors, KGI analyst Ming-Chi Kuo claims that the iPhone 6s Plus is facing serious supply shortages due to backlight module production issues at Japanese supplier Minebea. Kuo said Apple is transferring module orders to alternate supplier Radiant in an effort to keep up, increasing that company’s orders to 4 to 5 million units in September. While Apple has cited record-breaking demand for the three to four-week wait times some users are seeing when trying to pre-order an iPhone 6s Plus, Kuo points to the supply problems as the cause. He expects Apple to have between 1.5 million and 2 million iPhone 6s Plus units available for sale on the Sept. 25 launch date. [via MacRumors]