It looks like Samsung Display will once again dominate iPhone panel delivery, according to a report by Ross Young of DSCC (Display Supply Chain Consultants).
According to GSM Arena, inside information suggests that Apple sourced 82% of the panels from Samsung, 12% from Korean company LG Display, and the remaining 6% from China’s BOE.
The report revealed that the iPhone 14 Pro Max units would only have Samsung panels at first. Apparently LG is struggling to keep up with demand and has “technical challenges”, and will start supplying displays as early as September.
At the other end is Chinese manufacturer BOE, which is able to manufacture large volumes but Apple has limited purchases to the iPhone 14 series, with no Pro in sight. Samsung’s share is similar to what it was in the iPhone 13 series when it provided 83% of all panels, GSM Arena reported.
Detailed information from Young suggests shipments from display factories to assembly plants were 1.8 million in June, 5.35 million in July, over 10 million in August and over 16.5 million in september. This means that Apple is preparing to have at least 34 million units for the first three months of sales of the iPhone 14.
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 which will power the Pro versions only, as well as new smartwatches, according to GSM Arena.
(Only the title and image of this report may have been edited by Business Standard staff; the rest of the content is auto-generated from a syndicated feed.)