(*15*) to information computed by Display Supply Chain Consultants (DSCC), shipments of panels for the present iPhone 15 collection grew 16% in contrast with the quantity of panels shipped for the iPhone 14 collection for a similar interval by means of October. The panel deliveries for the iPhone 15 have been 21% increased than the quantity shipped throughout the identical interval in 2021 for the iPhone 13 line.
Last month, the iPhone 15 Pro models had a commanding 71% share of the panels shipped which was up from the 65% share that the newest Pro models tallied in September. With this information, and holding in thoughts the upper beginning value of $1,199 for the iPhone 15 Pro Max with 256GB of storage in comparison with $1,099 for the iPhone 14 Pro Max with 128GB of storage, the Average Selling Price (ASP) of the iPhone 15 line is 5% increased than its predecessor.
Samsung Display (SDC) continues to be Apple’s high provider accounting for 81% of the panels shipped from June to October for the iPhone 15 collection. SDC additionally accounted for 82% of the iPhone 14 collection panels shipped final 12 months throughout the identical time-frame, and 79% of the iPhone 13 panels shipped throughout the identical interval. SDC stays the one one of Apple’s panel suppliers that delivered panels for all 4 iPhone models in 2023, 2022, and 2021.
The Pro iPhone models are extra widespread in 2023 than in 2022 and 2021
DSCC notes that LG Display (LGD) began transport panels in September for the iPhone 15 Pro Max and had an 18% share for that mannequin by means of October. LGD delivers panels for the iPhone 15 Pro and iPhone 15 Pro Max. China’s BOE began supplying panels final month for the iPhone 15 and has a 1% share.
The backside line is that based mostly on DSCC’s information, this 12 months the iPhone Pro models are extra widespread than they’ve been. DSCC Senior Research Director, David Naranjo says, “Panel shipments for the iPhone 15 Pro models account for a better share versus the iPhone 14 Pro and iPhone 13 Pro models through the June – October interval. On a cumulative foundation, from June by means of October, the iPhone 15 Pro models had a 64% share versus a 54% share for the iPhone 14 collection and for the iPhone 13 collection.”