Problems at Japanese company Minebea have affected production of the iPhone 6s Plus's backlight and could lead to a shortage when it goes on sale Sept. 25, analyst Ming-Chi Kuo of KGI Securities said in a note obtained by the website.
Apple placed rush orders with another supplier, Radiant, to resolve the issue, according to the report.
Apple and Kuo did not immediately respond to requests to comment.
Shipping times for the iPhone 6 Plus were already moved back at least three weeks from the initial launch, and the problem at Minebea could further exacerbate the delay, the report says.
"Recently, Minebea's stock price seems to be affected by some of news articles on websites regarding the condition of our LED backlight business, some of which seem groundless," Minebea said in a statement. "We had some delays ramping up production of an LED backlight product for a certain new model for a customer, and for a while an original shipment schedule did not go through as much as we had expected, but now we are in full production stage, and this is expected to continue at least until the end of this year."
Earlier on Monday, Apple announced it was on pace to break its iPhone sales record set last year. The iPhone 6 series debuted with 10 million units sold in its first weekend.
"Customer response to iPhone 6S and iPhone 6S Plus has been extremely positive and preorders this weekend were very strong around the world," the company said in a statement.