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In accordance with knowledge computed by Show Provide Chain Consultants (DSCC), shipments of panels for the present iPhone 15 collection grew 16% in contrast with the variety of panels shipped for the iPhone 14 collection for a similar interval via 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.
Final month, the iPhone 15 Professional fashions had a commanding 71% share of the panels shipped which was up from the 65% share that the most recent Professional fashions tallied in September. With this knowledge, and holding in thoughts the upper beginning worth of $1,199 for the iPhone 15 Professional Max with 256GB of storage in comparison with $1,099 for the iPhone 14 Professional Max with 128GB of storage, the Common Promoting Value (ASP) of the iPhone 15 line is 5% increased than its predecessor.
Samsung Show (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 yr throughout the identical timeframe, and 79% of the iPhone 13 panels shipped throughout the identical interval. SDC stays the one certainly one of Apple’s panel suppliers that delivered panels for all 4 iPhone fashions in 2023, 2022, and 2021.
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The Professional iPhone fashions are extra widespread in 2023 than in 2022 and 2021
DSCC notes that LG Show (LGD) began transport panels in September for the iPhone 15 Professional Max and had an 18% share for that mannequin via October. LGD delivers panels for the iPhone 15 Professional and iPhone 15 Professional Max. China’s BOE began supplying panels final month for the iPhone 15 and has a 1% share.
The underside line is that based mostly on DSCC’s knowledge, this yr the iPhone Professional fashions are extra widespread than they’ve been. DSCC Senior Analysis Director, David Naranjo says, “Panel shipments for the iPhone 15 Professional fashions account for a better share versus the iPhone 14 Professional and iPhone 13 Professional fashions throughout the June – October interval. On a cumulative foundation, from June via October, the iPhone 15 Professional fashions had a 64% share versus a 54% share for the iPhone 14 collection and for the iPhone 13 collection.”
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