Display Supply Chain Consultants (DSCC) reports a notable increase in panel shipments for the iPhone 15 series. The data reveals a 16% growth in panel deliveries compared to the iPhone 14 series during the same period through October and 21% growth than the corresponding period for the iPhone 13 in 2021.
Pro iPhone models’ dominance in panel shipments
DSCC’s findings point to the growing popularity of the iPhone 15 Pro models, particularly in October. The Pro variants secured an impressive 71% share of the total panels shipped, which is a significant increase from the 65% share recorded in September.
Notably, the higher starting price of the iPhone 15 Pro Max, priced at $1,199 with 256GB of storage, compared to its predecessor, the iPhone 14 Pro Max at $1,099 with 128GB of storage, has influenced the Average Selling Price (ASP). The ASP of the iPhone 15 series registers a 5% increase compared to the iPhone 14 series. This reflects a willingness among consumers to opt for higher-storage variants.
Samsung Display (SDC) continues to be a pivotal player in Apple‘s supply chain, contributing significantly to the iPhone 15 series panel shipments. Accounting for 81% of panels shipped from June to October, SDC remains a reliable and consistent supplier for Apple. This trend aligns with previous years where SDC played a key role in delivering panels for all four iPhone models in 2023, 2022, and 2021.
However, other panel suppliers have entered the scene lately. LG Display (LGD) started shipping displays for the iPhone 15 Pro Max in September, securing an 18% share for that model through October. Additionally, China’s BOE entered the supply chain last month, contributing with a 1% share for the iPhone 15 series.
Pro iPhones are getting increasingly popular among people
DSCC Senior Research Director, David Naranjo, highlights a trend where iPhone 15 Pro models are gaining increased popularity. Naranjo states, “Panel shipments for the iPhone 15 Pro models account for a higher share versus the iPhone 14 Pro and iPhone 13 Pro models during the June – October period.” Cumulatively, the iPhone 15 Pro models hold a 64% share, surpassing the 54% share recorded for the iPhone 14 series and iPhone 13 series during the same period.
In summary, the latest data suggests an increased demand for the iPhone 15 series, driven by the popularity of its Pro models.
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