Apple Supply Chain and Product Overview ｜ April 2023
May 31, 2023
Key Takeaways:
iPhone Production in 2Q23:
- As iPhone’s price promotion has been ended in Mainland China, we observe the demand in 2Q23 has been weaker-than-expected and thus we revised down our 2Q23 forecast from 37~42M to 32~37M.
iPhone 15 Series Spec Updates:
- Genius and Largan may initially be both in the supplier list to support the 3P lens. However, Genius hasn’t passed the verification eventually, and thus Largan might be the sole supplier.
- Apple may change back to physical buttons since the yield rate issue might raise when the input signal delivers to haptics driver IC.
- LGES (LG Energy Solution) may be the major supplier of iPhone 15 Pro Max, iPhone 15 Pro, and iPhone 15, while ATL (Amperex Technology Limited) may be the supplier of iPhone 15 Plus for the battery cell.
Apple iPad Roadmap and Shipment Updates:
- We see that the release time of the 10.9” iPad Air with M2 chip may be scheduled in 3Q23, being the only new model this year.
- We reiterate our forecast for the total Y2023 iPad sell-in shipment of 48~52M units, indicating negative 8~13% YoY.
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.
