The iPhone 15 series has now been available for over two months. DSCC’s latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 15 series were 16% higher than the iPhone 14 series and 21% higher than the iPhone 13 series during the same time period through October.

According to DSCC Senior Research Director, David Naranjo, “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 time period. On a cumulative basis, from June through October, the iPhone 15 Pro models had a 64% share versus a 54% share for the iPhone 14 series and for the iPhone 13 series.”

In October, the iPhone 15 Pro models had a 71% share, up from a 65% share in September. As a result of the Pro model’s majority share and the higher starting price for the iPhone 15 Pro Max at $1199 with 256GB storage (the price of the iPhone 14 Pro was $1199 with 256GB storage and $1099 with 128GB storage), the blended ASPs for the iPhone 15 series remain 5% higher versus the iPhone 14 series in the June - October 2022 time period. During Apple’s recent FY Q4’23 (CY Q3’23) earnings call, Apple reported quarterly revenues of $89.5B with iPhone revenues increasing 3% Y/Y to $43.8B. Apple noted that for FY Q1’24, iPhone revenue is expected to continue to increase Y/Y on an absolute basis despite experiencing supply constraints for the iPhone 15 Pro models.

In the June to October period for the iPhone 15 series, SDC had a commanding share of 81% (versus an 82% share for the iPhone 14 series during the same period in 2022 and a 79% share for the iPhone 13 series during the same time period in 2021). SDC’s commanding share is the result of being the only panel supplier for all four models of the iPhone 15, iPhone 14 and the iPhone 13 series. LGD also started shipping panels for the iPhone 15 Pro Max in September and had a cumulative 18% share through October. In September, SDC had a 74% share with LGD at 25%. LGD supplies panels for the iPhone 15 Pro and iPhone 15 Pro Max (LGD also supplies panels for the iPhone 13, iPhone 13 Mini, iPhone 14 and iPhone 14 Pro Max). BOE started to ship panels in October for the iPhone 15 and had a 1% share. BOE also supplies panels for the iPhone 12, iPhone 13 and iPhone 14.

iPhone 15 Series vs. iPhone 14 Series vs. iPhone 13 Series Panel Shipments

iPhone 13, 14, 15 Series Cumulative Pro Share

To see more of the Monthly Flagship Smartphone Tracker and to learn more about the panel shipment trends for Apple’s iPhone 15 series and the results for recently launched models such as the Xiaomi 14 series, 8 series, Vivo X100 series and many upcoming models, as well as over 25 brands, readers should contact info@displaysupplychain.com.

The monthly flagship smartphone tracker includes monthly panel shipment results and a rolling two-month forecast for all flexible and foldable OLED smartphones for all of the major smartphone brands and models.

The tracker covers all flagship models and shows monthly panel shipments by:

• Brand
• Model
• Display Size
• Form Factor
• Foldable Form Factor
• Panel Supplier
• TFT Backplane
• Resolution
• Hole/Notch/UPC
• Refresh Rate
• Color on Encapsulation (CoE)
• Micro-Lens Array (MLA)
• Chipset Supplier
• Chipset
• Typical Brightness
• Peak Brightness
• Device Launch Date

The monthly flagship smartphone tracker serves as an excellent tool for all companies involved in the OLED smartphone supply chain: display material companies and manufacturers, panel suppliers, OEMs, technology developers, brands and telecom companies, financial analysts, etc.; by having the ability to see historical panel shipment results and near-term forecasts by brand, model, panel supplier along with upcoming models to be launched in the near future.

DSCC also provides quarterly panel shipments for all of the major smartphone brands along with detailed model specifications and trends in the Advanced Smartphone Display Shipment and Technology Report. This report includes all DSCC’s smartphone data from covering all OLED smartphone and panel shipments by brand, model, all display and major non-display parameters, panel and device revenues, regional forecasts for select models and forecasts by quarter and by year through 2027. In addition, it provides insights into technology and innovation trends in OLED display technology, which is applicable to smartphones. There are over 1,300 AMOLED smartphone configurations in the database including variations by substrate, TFT backplane, panel supplier, refresh rate, chipset supplier, design rules, 5G networks and much more. If interested, please contact info@displaysupplychain.com.