Screen shipments show the growing popularity of the iPhone 15 Pro model
Panel deliveries for the current batch iPhone 15 were up 16% compared to the number of panels shipped for the iPhone 14 series in the same period through October, according to which she published a consulting firm for the delivery of displays Display Supply Chain Consultants – DSCC.
Panel deliveries for iPhone 15 were 21% higher than the number shipped during the same period in 2021 for the iPhone 13 line.
Samsung remains the largest supplier of screens for the iPhone 15 series
Last month, 15 Pro models had a commanding 71% share of panels shipped, up from the 65% share the latest Pro models achieved in September. Given this data and taking into account the higher starting price of $1,199 for the 15 Pro Max with 256GB of storage versus $1,099 for the iPhone 14 Pro Max with 128GB of storage, the average selling price (ASP) of the 15 series is 5% higher than the previous one versions.
Samsung Display (SDC) remains Apple’s main display supplier, responsible for 81% of panels shipped from June to October for the 15 series. SDC was also responsible for 82% of panels shipped for the iPhone 14 series last year in the same period, and for 79% panels for the iPhone 13 series during the same period. SDC remains the only display supplier to Apple to supply panels for all four iPhone models in 2023, 2022 and 2021.
DSCC notes that LG Display (LGD) started supplying panels in September for iPhone 15 Pro Max and had an 18% share for that model by October. LGD supplies panels for the iPhone 15 Pro and iPhone 15 Pro Max. Chinese BOE started supplying Apple with panels for the iPhone 15 last month and has a 1% share.
Basically, according to DSCC data, iPhone Pro models are more popular than ever this year. Director of Research at DSCC, David Naranjo, says: “Panel shipments for iPhone 15 Pro models accounted for a larger share compared to iPhone 14 Pro and iPhone 13 Pro models during the period from June to October. On a cumulative basis, from June to October, the iPhone 15 Pro models had a 64% share, compared to a 54% share for the iPhone 14 series and the iPhone 13 series.“