``The iPhone will be the world's number one smartphone brand in 2023,'' said a prominent analyst, and iPhone 15 Pro Max shipments may account for 35-40% of new models

Ming-Chi Kuo, a technology industry analyst at TF International Securities and familiar with Apple's highly reliable leak information, predicted that the iPhone will be the world's number one smartphone shipment in 2023. In addition, it is said that the high-spec model iPhone 15 Pro Max, which will appear in 2023, will account for 35 to 40% of the iPhone 15 series.

Apple could see a rebound in its stock price ahead of new product announcements in September and could become the world's largest smartphone brand by 2023 and 2024 2024 Chengwei Global Largest Wisdom Hand Machine Brand | by Ming-Chi Kuo | Aug, 2023 | Medium
https://medium.com/@mingchikuo/apple-could-see-a-rebound-in-its-stock-price-ahead-of-new-product-announcements-in-september-and-49863c2233d5

Largan is the leading & major winner of periscope trend; periscope is iPhone 15 Pro Max's biggest selling point; Huawei's periscope model shipments grow rapidly | by Ming-Chi Kuo | Aug, 2023 | Medium
https://medium.com/@mingchikuo/largan-is-the-leading-major-winner-of-e9b8c63cc904

Kuo: iPhone 15 Pro Max to Account for 35–40% of New iPhone Shipments - MacRumors
https://www.macrumors.com/2023/08/28/kuo-iphone-15-pro-max-shipment-share/

According to Kuo's research, Samsung's smartphone shipments in 2023 are expected to decrease to 220 million units. In contrast, Apple's iPhone shipments are expected to reach 220 million to 225 million units in 2023. If this prediction is correct, Apple will surpass Samsung and become the world's largest smartphone brand. Regarding the smartphone shipment ranking, Mr. Kuo said, ``It may have a positive impact on Apple's ecosystem in the long term.''

The shipment volume and sales ratio in the smartphone market in 2022 are summarized in the following article. According to data from market research firm Counterpoint, Samsung ranked first with 259.5 million smartphone shipments in 2022, and Apple ranked second with 224.7 million units.

Worldwide smartphone shipments in 2022 will be the lowest since 2013 at 1,226.7 million units, and Apple will acquire 85% of the operating profit in the smartphone market-GIGAZINE

In addition, Kuo said Apple's target for iPhone shipments in 2024 is 250 million units, which Kuo predicts will be a 5-10% increase from 2023. Kuo pointed out that Apple is likely to become the world's largest smartphone brand in 2024 as Samsung's view of the smartphone market demand in 2024 is still conservative.

In addition, there are concerns that supply chain issues in the smartphone market may limit the number of shipments of the iPhone 15 series (especially the iPhone 15 Pro Max). Kuo estimated that the iPhone 15 series shipments would be limited to around 80 million units. Regarding the iPhone 15 series, multiple media reports that ``the production volume will be limited due to a shortage of parts.''

Multiple analysts predict that iPhone 15 production will decrease due to lack of parts supply - GIGAZINE

However, the iPhone 15 Pro Max will start shipping in bulk this week, and Apple is also increasing shipments of older models at the same time, Kuo said. For this reason, Apple's stock price may show a short-term rebound in the second half of 2024.

In addition, Kuo predicted that the iPhone 15 Pro Max will account for 35-40% of the total shipments of the iPhone 15 series announced in 2023. According to Kuo, the iPhone 15 Pro Max will have the largest share of shipments among the iPhone 15 series. In addition, it predicts that iPhone 15 Pro Max shipments in the second half of 2024 will increase by 10-20% compared to the iPhone 14 Pro Max in the second half of 2023. This is because Apple believes that the periscope lens camera, which is only available on the iPhone 15 Pro Max, can expect strong sales.

Kuo also predicted that Apple will also include a periscope lens camera in the iPhone 16 Pro in the iPhone 16 series announced in 2024. As a result, the shipment rate of iPhones equipped with periscope lens cameras is expected to increase by 70% year-on-year in the second half of 2024.

According to Kuo's research, Huawei is the fastest growing smartphone brand in China. Huawei is also the company most aggressively adopting periscope lens cameras. According to Kuo, shipments of smartphones equipped with periscope lens cameras are expected to reach 15-20 million units in 2023, and about 30 million units in 2024, up 70-80% year-on-year. I'm here.

The exclusive supplier of periscope lenses for Apple's iPhone 15 Pro Max is a company called Largan, which is also a major supplier of Huawei's periscope lenses. According to Kuo, Largan supplies more than 60% of the periscope lenses used by Huawei. The unit price of a periscope lens is 3 to 4 times more expensive than a general high-end 7P lens. Kuo expects Largan to benefit greatly from the aggressive adoption of periscope lenses by Apple and Huawei.