Highlights

• Apple sees a 24% increase in panel shipments for the iPhone 15 series compared to iPhone 14.
• iPhone 15 Pro and Pro Max account for 61% of all iPhone 15 panel shipments from June to September.
• Samsung Display remains the dominant panel supplier with 83% of total shipments.

Apple’s latest iPhone 15 series seems to be hitting all the right notes, especially the Pro models.

According to Display Supply Chain Consultants (DSCC), a notable uptick in panel shipments for the iPhone 15 series suggests that Apple is increasingly focusing its production on the higher-end models.

This is a marked change from previous years and is worth a deeper look.

A Surge in Overall iPhone 15 Panel Shipments

Apple has ramped up its production game this year with a 24% increase in panel shipments for the iPhone 15 series compared to the iPhone 14, and a whopping 27% increase over the iPhone 13 for the same period running through September.

These figures clearly indicate Apple’s confidence in the market demand for its latest offering.

Dominance of Pro Models in Panel Shipments

While the non-Pro iPhone 15 models received significant upgrades, like the addition of the Dynamic Island, a 48MP primary camera, and a switch to USB-C from the Lightning port, the Pro variants have overshadowed them in panel shipments.

DSCC’s data reveals that the iPhone 15 Pro and iPhone 15 Pro Max constituted 61% of all iPhone 15 panel shipments from June to September.

This is an increase from the 51% share that iPhone 14 Pro series had last year and the 53% from iPhone 13 Pro series in 2021.

Role of Samsung Display in Panel Shipments

Samsung Display continues to be Apple’s main panel supplier, providing 83% of all panels from June to September.

Samsung’s sustained dominant share in Apple’s panel supply chain is attributed to the fact that it is the only supplier for all four iPhone 15 models.

Meanwhile, LG Display contributed to 26% of the panels in September and specializes in supplying for the iPhone 15 Pro models.

Emerging Players and Future Trends

As of this month, China’s BOE is entering the supply chain for iPhone 15 panels.

This diversifies Apple’s panel suppliers, which already include industry giants like Samsung and LG.

BOE has previously supplied panels for iPhone 12, 13, and 14 models, further expanding Apple’s sourcing options.

FAQs

How much has Apple increased its panel shipments for the iPhone 15 series?

Apple has increased its panel shipments for the iPhone 15 series by 24% compared to the iPhone 14 series and 27% compared to the iPhone 13 series for the same period through September.

Which models are dominating the iPhone 15 panel shipments?

The iPhone 15 Pro and Pro Max models are dominating, accounting for 61% of all iPhone 15 panel shipments from June to September.

Who are the key suppliers of iPhone 15 panels?

Samsung Display is the leading supplier, contributing 83% of the total panel shipments. LG Display and the emerging supplier BOE are also part of the supply chain.

Is Apple focusing more on the Pro models?

Yes, the data from DSCC suggests that Apple is increasingly focusing on the iPhone 15 Pro and Pro Max models, indicating a strategic shift in their production.

Also Read: Why is the iPhone 15 Pro Priced Higher in India? Unpacking the Cost Factors

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