According to a report by Ross Young of DSCC (Display Supply Chain Consultants), Samsung Display will once again dominate panel shipment for iPhones.
According to GSM Arena, internal information suggests that Apple has purchased 82 percent of the panels from Samsung, 12 percent from Korean company LG Display and the other 6 percent from China’s BOE.
The report revealed that the iPhone 14 Pro Max units would only have Samsung panels to begin with. Apparently LG is struggling to keep up with demand and has “technical challenges”, and will start delivering screens as early as September.
On the other side is Chinese maker BOE, which is capable of producing in significant quantities, but Apple has limited purchases to the iPhone 14 series, with no Pro in sight. Samsung’s share is comparable to what it was in the iPhone 13 series when it supplied 83 percent of all panels, GSM Arena reported.
Detailed information from Young suggests shipments from display plants to assembly plants were 1.8 million in June, 5.35 million in July, more than 10 million in August and more than 16.5 million in September. This means that Apple is preparing to have at least 34 million units for the first three months of iPhone 14 sales.
Apple’s launch event will take place in Cupertino on September 7, and four phones – iPhone 14, iPhone 14 Max, iPhone 14 Pro and iPhone 14 Pro Max – are expected to be announced. It will also be interesting to see the new A16 chipset that will power only the Pro versions, as well as new smartwatches, according to GSM Arena.
(Only the headline and image of this report may have been reworked by Business Standard staff; the rest of the content was automatically generated from a syndicated feed.)