Recently, DSCC announced the share of iPhone 15 series panel shipments. According to the data, in the period from June to September 2023, the iPhone 15 Pro and iPhone 15 Pro Max two panel shipments accounted for 61%.
This means that the iPhone 15 Pro and iPhone 15 Pro Max are the main shipments of this generation of iphones. In comparison, the previous generation of iPhone 14 Pro and iPhone 14 Pro Max panel shipments accounted for 51%, while the same period of the previous year, iPhone 13 Pro and iPhone 13 Pro Max panel shipments accounted for 53%.

It is worth mentioning that the latest research report of Canalys pointed out that the global smartphone market fell by 1% in the third quarter, because the manufacturer's inventory situation improved in the second quarter, and launched new products in the third quarter, so shipments reached 290 million units. Apple, driven by demand for the new iPhone 15, shipped 50 million units, giving it a 17 percent market share.
    However, Apple's iPhone15 series mobile phone sales in China is not ideal, its initial sales are slightly lower than the previous generation of iphones, and the shipment forecast of the new iPhone15 series has been lowered.
With the return of the Mate 60 series and the efforts of other domestic Android manufacturers to establish their own high-end product rhythm and high-end brand image, Apple will encounter greater challenges in the Chinese high-end mobile phone market. For the iPhone 15 series, whether its shipments can match or even break through the previous generation will remain an open question.
    Nowadays, the replacement cycle of consumers is becoming longer and longer, and the average replacement cycle has been extended to 3 or 4 years or even longer. Although the iPhone series has come to the iPhone 15, many consumers feel that their iPhone 12 and even iPhone 11 can fight for a few more years.

    Of course, from the perspective of the domestic mobile phone market, consumers are not only less enthusiastic about the new iPhone, but other brands are also similar. For mobile phone manufacturers, the primary task of the stock era is to attract consumers to replace. How to find new growth points such as folding screens, outsole submersible, privacy and security will determine the direction of mobile phone market share.