Key Insights
Apple's iPhone shipments are projected to decline by approximately 15% year-over-year in 2024, primarily due to structural challenges and a shift in consumer demand.
The company is experiencing a shortage of high-quality glass cloth fiber, a critical component for printed circuit boards, exacerbated by increased demand from the AI industry.
Apple is actively diversifying its OLED panel sourcing, reducing reliance on Chinese suppliers like BOE and increasing procurement from South Korean manufacturers such as Samsung Display and LG Display.
AI Analysis
Apple is likely to continue diversifying its supply chain to mitigate risks associated with over-reliance on specific suppliers and regions. This stra...
Market Outlook
Short-Term
In the short term, Apple may face challenges in meeting product demand, potentially leading to delays and reduced market share. The diversification of OLED panel sourcing may also result in increased production costs.
Long-Term
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