Tech enthusiasts and Apple aficionados eagerly await the launch of the next iPhone series, with rumors and leaks about its features and design circulating online. The latest news comes from Ross Young, the CEO of Display Supply Chain Consultants (DSCC), who shared on Twitter that Apple will use multiple suppliers for the screens of the iPhone 15 series, which is expected to launch in 2023. This development marks a significant departure from the exclusive supplier arrangement with Samsung Display that has been in place for the iPhone 14 Pro and iPhone 14 Plus models.
Background on Apple's Screen Suppliers
Apple has a long-standing relationship with Samsung Display, which has been the primary supplier of screens for iPhones for years. In 2017, Samsung Display reportedly earned $110 for each OLED screen supplied to Apple, which has been a lucrative business for the South Korean company. Apple has also sourced screens from other suppliers, such as LG Display and BOE Technology, for lower-end models like the iPhone XR and iPhone SE. However, Samsung Display has remained the exclusive supplier for high-end models like the iPhone 12 Pro and iPhone 14 Pro.
Implications of Using Multiple Suppliers
The decision to use multiple suppliers for the screens of the iPhone 15 series has several implications for both Apple and its suppliers. On one hand, it could help Apple diversify its supply chain and reduce its reliance on Samsung Display, which has been a source of tension in the past. In 2019, for example, Apple reportedly sought to reduce its dependence on Samsung Display for fear that the company could use its dominance in the market to gain leverage in negotiations. Using multiple suppliers could also help Apple secure better deals and negotiate lower prices.
On the other hand, using multiple suppliers could also lead to quality control issues and supply chain disruptions. Each supplier may have different manufacturing processes, resulting in variations in screen quality and consistency. Apple will have to ensure that all suppliers meet its strict standards for quality and performance, which could be a challenging task. Moreover, if one supplier experiences production problems or delays, it could impact Apple's ability to meet demand and launch the iPhone 15 series on schedule.
What We Know So Far
Ross Young's tweet did not provide many details on which suppliers will be involved in the iPhone 15 series or how the screen supply will be divided among them. However, he has a proven track record of accurately predicting developments in the screen industry. In the past, he correctly predicted the launch of the iPhone SE 2, the switch to mini-LED screens for iPad Pro, and the adoption of 120Hz refresh rates for iPhone 13 Pro models.
Apple has not confirmed or commented on the report, as is standard practice for the company. It is expected that more information will become available as the launch date for the iPhone 15 series approaches.
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