iPhone 15 pro
In preparation for the release of the iPhone 15, Apple’s display shipments of this series in August 2023 were higher than the iPhone 14 versions in the previous year, with the Pro models also having a much higher share of units than the year before.
Ahead of the September release of new iPhones, Apple must organize its supply chain to send display shipments to its assembly partners. In the months leading up to release, Apple’s supply share of orders may change over time depending on demand.
Shipments of display panels used in the iPhone 15 generation were up 23% in August compared to the iPhone 14 generation in August 2022, according to Display Supply Chain Consultants.
While this could mean higher demand, it is also possibly due to Apple minimizing supply chain issues for the iPhone 15 overall rather than chronic delays to the iPhone 14 Pro line caused by COVID issues in China affecting a major factory .
DSCC data for the three-month period from June to August shows how Apple’s model orders have changed over time. Includes changes to orders for Pro and non-Pro models.
In June 2022, iPhone 14 Pro models accounted for about 35% of shipments, with a similar share seen in iPhone 15 Pro models in June 2023. In July 2022, Pro models accounted for about 45% of shipments and saw a split in July 2023. shift by almost 50%.
Three-month display share of iPhone models in 2022 and 2023 [via DSCC]
In August 2022, the iPhone 14 Pro models had a share of over 50%, but in August 2023, the iPhone 15 Pro and Pro Max had a 59% share.
Over the three-month period, iPhone 14 Pro models accounted for 49% in 2022, while iPhone 15 Pro models accounted for 55% in 2023.
On Monday, DSCC also commented on display production share, with Samsung Display accounting for 91% of display orders for the iPhone 15 series over the three-month period. In contrast, in the 2022 iPhone 14 series, the company’s share was 84%.
In August 2023, Samsung Display shipments for all four models helped maintain market share at 87%, while LG Display secured 13% after receiving a 9% share of iPhone 15 Pro orders this month.
DSCC also notes that Chinese display manufacturer BOE will begin supplying displays for the iPhone 15 later in 2023. BOE already supplies panels for the iPhone 12, iPhone 13 and iPhone 14.