In the chart below, the DSCC report covers monthly production forecasts through June 2023. The S22 series for 2021-2022 is compared to the S23 series for 2022-2023.

In the case of the S22 series, due to some supply chain issues, fewer quantities were initially shipped, so cycle-wise production of the S23 series in January 2023 is 113% higher than the S22 series in January 2022, and based on collected demand, it is expected to be 106% higher year-over-year in February 2023. In March, production of the S23 series is expected to be lower than that of the S22 series for the same period.

Production for the first seven months (through June) of the S23 series is expected to be 35% higher than that of the S22 series.

In comparing the S23 series to the S22 series through June, the report shows the following changes in volume for each model, all of which would indicate Samsung’s more optimistic expectations for the S23 series.

・S23: 34% increase;

・S23+: 31% increase; ・S23+: 31% increase;

・S23 Ultra: 36% increase

DSCC’s report last week simultaneously also compared iPhone 14 series and iPhone 13 series production over the same period. While iPhone 13 panel production was initially higher, iPhone 14 production surpassed iPhone 13 production in August and led until January of this year. Demand was stronger than expected. Apple said on its earnings call that supply is no longer an issue.

While Apple may have some panel inventory, along with high inventories of other components for its Pro models at the end of 2022, the first quarter is expected to be weaker. Inventory was corrected in January when the report showed a 29 percent drop in panel shipments for new models. However, this is expected to lead to a further 14 percent decline in new model panel shipments in February. As a result, iPhone 14 series panel shipments in February lagged behind the previous year’s iPhone 13, and a similar result is expected in March.

But iPhone 14 Pro Max and iPhone 14 Pro saw dramatic growth when compared to their iPhone 13 counterparts.

dramatic growth compared to their iPhone 13 counterparts. It is also worth noting that the Plus version failed to secure many shares. Meanwhile, based on a portion of end-consumer research, Apple’s customers prefer the improved camera on the Pro model.

A comparison of the iPhone 14 series with the iPhone 13 series through February for the same period shows the following volume changes.

• iPhone 14 Pro Max: Up 43%
• iPhone 14 Pro: up 32%
• iPhone 14: Down 36%
• iPhone 14 Plus vs. iPhone 13 Mini: 62% increase

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