Apple has announced that it will hold a "Far Out" special event at 1:00 am Beijing time on September 8. This time, the online conference is still used, and it is expected to bring new products such as the iPhone 14 / Pro series, Apple Watch Series 8, and the official version of iOS 16.
It is reported that Apple is increasing shipments of the iPhone 14 series of displays. According to market analysts, Samsung Display has captured more than 80% of Apple's panel shipments in the past three months, taking the largest share.
DSCC said Apple is targeting a total of 34 million iPhone 14 series panels from suppliers including Samsung, LG Display, and China’s BOE. Apple purchased 1.8 million iPhone 14 series panels in June, 5.35 million in July, and more than 10 million in August. Apple is expected to order another 16.5 million panels in September.
The upcoming iPhone 14 series will consist of four models, and Samsung Display will be the main panel supplier for the vast majority of iPhones Apple plans to produce.
In the past three months, Apple has ordered more than 15 million iPhone 14 series panels. Throughout the June-August period, Samsung Display successfully fulfilled up to 82% of its iPhone 14 series panel orders.
LG Display ranked second with a 12% share of orders. More specifically, LG will start shipping iPhone 14 series screens in September. Due to "technical challenges", its production capacity cannot meet Apple's needs.
Finally, BOE covered 6% of all iPhone 14 series panel orders. The company was reportedly "suspended" recently for making unannounced changes to Apple's display panel design, but its panels are cheaper than Samsung's and LG's, leading to reports that Apple will continue to use BOE panels for cheaper iPhone models.
So far, Samsung is the only supplier to supply Apple with iPhone 14 Pro Max panels. LG Display hasn't managed to do this yet but is expected to join the ranks by the end of September.
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