Apple Supply Chain and Product Overview ｜ October 2022
November 14, 2022
Key Takeaways:
iPhone Production Forecast (Y2022)
- We revised down the total iPhone production forecast in Y2022 from 260~265M to 255~260M to reflect the sluggish demand for iPhone 14 Plus after the model being shipped.
iPhone 15 Series EMS Supplier Update
- We check that Foxconn may still be the sole supplier of iPhone 15 Pro Max, while Foxconn may not be the sole supplier of iPhone 15 Pro. Luxshare may come in and be the second supplier of iPhone 15 Pro.
iPhone Panel and the Related IC Supplier Update
- In this month, we check that LGD has passed Apple’s quality verification of 6.7” LTPO panel for iPhone 14 Pro Max model. However, LGD may still only supply 10~15% of 6.7” LTPO panels in Y2022. Though LGD may not be able to fully make up the production shortfall in 2H22, its shipment may ramp up in 1Q23.
- After being excluded from the Touch IC supplier list since iPhone 13 series, we see that Synaptics may discuss with Apple about resuming the supply of Touch IC for OLED iPhone models as early as the end of Y2024.
Apple Foldable Product Update
- We believe that Apple’s foldable product plan may still be at a very early stage since Apple may target to launch its OLED IT product first. Therefore, we expect Apple may not release its first foldable product earlier than Y2026, and the actual launch schedule may depend on suppliers’ progress.
Full insights delivered in Oct'22 Monthly Report.
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
