While the iPhone 15 series has been available for over a week in some countries, CounterPoint Research says the standard model and Pro Max model of the new iPhones are in higher demand than their predecessors.
The research shows that delivery times for pre-orders for the iPhone 15 and 15 Pro Max are significantly higher in critical markets than for the corresponding iPhone 14 models, as users have to wait 4 and 9 days longer, respectively, to get their hands on these devices. On the other hand, demand for Pro and Plus models seems to have dropped.
DSCC shares that panel shipments for the iPhone 15 series were 23% higher than the iPhone 14 series by August, indicating that Apple is preparing for this high demand.
Within the current mix of panel shipments for the iPhone 15 series, Pro models have a higher share than iPhone 14 Pro models in the June to August period. From June to August, iPhone 15 Pro models had a share of 55%, while the share of the iPhone 14 series was 49%. According to the report, iPhone 15 Pro models had a share of 59% in August.
Samsung Display had a 91% share in the June to August period for the iPhone 15 series. SDC’s dominant share is a result of being the sole panel supplier for all four models of the iPhone 15 series. LG Display has also shipped panels for the iPhone 15 Pro since August and had a share of 9%. SDC had an 87% share in August, while LGD had a 13% share. LGD supplies panels for iPhone 15 Pro and iPhone 15 Pro Max. BOE is expected to start supplying panels for the iPhone 15 series towards the end of this year.
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