The Supply Shares of LGD and BOE in the iPhone 16 Series in Y2024 Have Increased Compared to Y2023.
July 05, 2024
Key Takeaways:
- We checked that LGD and BOE completed verification for the iPhone 16 series in Jun'24 and Jul'24. Both suppliers are on track for initial production, indicating earlier verification timelines compared to the previous year.
- Since both LGD and BOE are commencing production for first customer shipments this year, we anticipate an increase in their supply shares for the iPhone 16 series.
- To optimize iPhone panel costs, Apple may increase allocation to LGD and BOE, while SDC may ship more panels on iPhone 16/iPhone 16 Plus.
Full insights are delivered in Jun 28th weekly report.
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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.
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