Apple Supply Chain and Product Overview ｜ October 2023
November 30, 2023
Key Takeaways:
iPhone Production Forecast:
- Several ecommerce platforms such as JinDon, Taobao, and Pinduoduo, in Mainland China have already offered discounts on iPhone 15 series in late October for the upcoming Double-eleven shopping festival.
- Although it’s a signal that iPhone may not perform as well as expected in Mainland China, we haven’t seen 4Q23 production plan has been revised down so far.
iPhone 16 Series Battery Updates:
- We speculated that the battery capacity of the iPhone 16 series may undergo more changes compared to the transition from the iPhone 14 series to the iPhone 15 series.
- iPhone 16 series may feature a battery capacity increase of 350~550mAh in average, if Apple really adopts the design, it is a big jump compared to iPhone 15 series.
Apple iPad Roadmap Forecast:
- The release time of the 10.9”/12.9” iPad Air may be in 1Q24 to consume the piling up M2 chip inventory.
- As for the first generation of 11“/12.9” OLED iPad Pro, we check that Apple may target to complete the qualification process in 1Q24 and accelerate the launch schedule from 3Q24 to 2Q24.
- Additionally, we check the refreshed 10.9” iPad entry model may be launched in 4Q24.
Table: Battery Capacity Comparison
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.
