According to industry news, Samsung Display will be exclusively responsible for producing Apple’s first batch of 11-inch iPad OLED displays, while LG Display will choose to prioritize the production of the 13-inch version. This strategy adjustment reflects fierce competition between the two-panel giants and changes in Apple OLED iPad production demand outlook.
According to Tinydeal, Apple will launch two OLED iPads this year: 11-inch and 13-inch models. Both LG Display and Samsung Display have started production. However, only Samsung Display is currently producing the first batch of 11-inch iPad OLEDs. This may be due to factors like Apple’s demand for OLED iPads and the production capacity of the two companies.
This year marks Apple’s first large-scale use of OLED technology for iPads. As a result, the productivity of both panel companies is still stabilizing. To optimize efficiency and reduce costs, they have chosen to focus on one size of iPad OLED production each. However, this may change as the production process and market demand evolve.
The market’s forecast for Apple’s OLED iPad shipments this year is 8 million units, down from the expected 10 million units announced last year. LG Display had hoped to surpass Samsung Display’s share in the iPad OLED market. However, it seems the two are now evenly matched. As the market evolves and technology progresses, competition between the two panel companies will intensify.
Despite the tough IT product industry outlook, the OLED iPad remains highly anticipated. It could drive OLED’s market penetration in IT products. Currently, OLED’s penetration in tablets and laptops is only 2%-3%. If Apple adopts OLED for the iPad and MacBooks, OLED may secure a spot in high-end IT product production lines.
For more details on the latest tech trends, visit Tinydeal Blog.