Apple Supply Chain and Product Overview ｜ July 2023
August 31, 2023
Key Takeaways:
iPhone Production Forecast:
- We revise up 3Q23 iPhone Production forecast to 51~55M as we observe three of four iPhone 15 models have been mass produced in July and upward revision in iPhone 14.
- Since iPhone 15 low-end models’ production being affected by yield rate issues on Sony’s main camera sensor, we slightly revise down Y2023 new iPhone production forecast from 84~89M to 83~88M.
iPhone Button Updates:
- iPhone 15 Pro models may not upgrade to haptics but keep the physical button design due to yield rate issues.
- We see that Apple may test a new sensor for physical buttons to apply new functions. Therefore, we expect that iPhone 16 may have a higher possibility to keep the physical button.
iPhone 16 Series OLED DDI Updates:
- We check that Apple may migrate from 40nm DDI to 28nm DDI in future iPhone series, aiming to adopt all LTPO panels on the iPhone product line.
- After Samsung LSI’s DDI in 28nm has been adopted by SDC panels for iPhone series, we observe that not only the existing supplier LX Semicon but also new entrant Novatek have taped out their new 28nm OLED DDI for the verification process of panel makers.
Table: OLED Driver IC on iPhone 16 Analysis
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.
