iPhone 14: Display orders fall sharply compared to the iPhone 13
According to an analyst report dealing with developments in Apple’s supply chain in the Far East, Apple is said to have sharply reduced orders for displays for the iPhone 14 in the first quarter of 2023. Compared to the iPhone 13 in the previous year, 39 percent fewer screens were ordered. However, it is positive for Apple that the more expensive Pro models are apparently well received by customers – more displays have been ordered here.
According to the report by Display Supply Chain Consultants, the declines are said to be due to a variety of causes. These included the global economic situation, inflation and falling demand. No significant improvement is expected for the second quarter either, although experience has shown that the Chinese New Year and the release of a new color – this year a yellow iPhone – will boost sales again.
iPhone 14 Plus apparently more successful than iPhone 13 Mini
The situation with the Pro models is different: According to the information, between 22 and 23 percent more panels were delivered for the iPhone 14 Pro and iPhone 14 Pro Max, which suggests an increased demand compared to the previous year’s models. The larger standard model, the iPhone 14 Plus, is more in demand than the iPhone 13 Mini. In comparison, display shipments were 59 percent higher.
The panel shipments indicate possible trends in iPhone demand. There have been reports in recent months that demand for the iPhone 14 may have fallen short of expectations. However, incomplete information from suppliers can distort the picture. And while Apple typically avoids large-scale component storage, it’s possible that buffers are being used, especially after iPhone production was halted by Covid at the end of 2022. It is therefore possible that Apple has created larger stocks to be on the safe side and is now reducing them for the time being.
(mki)