Apple’s iPhone 15 series is said to be more popular than the last two iPhone generations – iPhone 14 and iPhone 13, as indicated by display demand reported by Display Supply Chain Consultants (DSCC). Apple launched the iPhone 15 series, which includes the iPhone 15 Pro, iPhone 15 Pro Max, iPhone 15 and iPhone 15 Plus, in September earlier this year.
DSCC states that shipments of iPhone 15 series display panels have increased by 16% compared to iPhone 14 series panels at the same time last year in October. And compared to the iPhone 13, it increased by 21%.
In addition, it was found that the highest demand is for the Pro models – iPhone 15 Pro and iPhone 15 Pro Max. These models occupied 65% of the display panels in September, after the release, and increased by as much as 71% in the following month.
Despite this, Samsung Display primarily manufactures these panels, and is still Apple’s leading panel supplier with 81 percent of the panels shipped between June and October. Other manufacturers are LG and BOE, but they reportedly have a small share compared to Samsung’s display.
It is likely that the versatile experience offered by the Pro range will increase demand. This year, Apple changed the iPhone 15 Pro line to a titanium body and even introduced a new Action Button; combined with the improvements made to the camera, especially the 5X telephoto lens that comes with the iPhone 15 Pro Max, the demand for the same makes sense.
Inventories have leveled off recently and dealers are now quickly shipping units to customers. This is due to the fact that the demand for Pro models in India has also leveled off as a result of the black marketing that has affected the country’s stock situation. We reported on this in September and noted that retailers were openly demanding a premium above the MRP for iPhone 15 Pro devices.