Reuters reports Apple (AAPL +0.4%) originally wanted the iPhone 6 to use a single LCD backlight film layer instead of the normal two, but changed its mind after finding a single layer wasn't bright enough.
The about-face is said to have put screen assembly "on hold for part of June and July." Production is now back on track, and suppliers are "working flat-out to make up for lost time." The WSJ reported in July Apple has placed orders for 70M-80M iPhone 6 units to be produced by Dec. 30.
Japan Display, Sharp (OTCPK:SHCAY), and LG Display (LPL -2.6%) are reportedly the iPhone 6's LCD suppliers. Japan Display has previously said shipments for "a large customer" (believed to be Apple) might be delayed in calendar Q3.
Apple has shrugged off the report, and is trading near $101.