According to the latest news, Apple plans to buy 10 million organic light-emitting diode (OLED) panels for the two iPad models launched next year within a year. This is equivalent to 73 percent of the 13.6 million units of LCD panels purchased for Apple's iPad Pro last year. Apple's iPad Pro LCD is expected to buy 7.8 million units this year, so some speculate that the purchase and shipment of OLED iPad panels next year may be much lower than expected.
According to the industry, Apple's first iPad OLED panel, which will be launched in the first half of next year, will reach 10 million units within a year, Korean media reported on the 13th. Previously, Apple only used LCD on the iPad. Apple plans to apply OLeds to the top (pro) model lineup of the iPad line next year, launching two 11-inch and 13-inch models.
At present, the panel purchase forecast for Apple's iPad OLED is 6 million units for 11 inches and 4 million units for 13 inches. LG Display is expected to produce both 11-inch and 13-inch OLeds, while Samsung Display will produce 11-inch OLeds. The 13-inch model OLED is supplied exclusively by LG Display.
LG Display is expected to supply 6 million units and Samsung Display 4 million units. It is estimated that Samsung Display will take up 50 to 70 percent of the 11-inch models that the two companies will supply in batches, while LG Display will take up 30 to 50 percent. The final number is expected to be determined in November.
According to component partners in the supply chain of Samsung Display and LG Display, it is expected that more parts will be delivered than the anticipated number of panels. However, in the next few years, the overall number and the number of panel manufacturers may also change.
At present, the OLED penetration rate of smartphones is more than 40%, but in the IT product market such as tablets, laptops and monitors, the OLED penetration rate is only 2% to 3%. OLED iPad is highly anticipated as OLED penetration in the IT product market is increasing. Apple plans to gradually use OLED in IT products such as MacBooks starting with the iPad next year.
According to Omdia, a market research firm, Apple purchased 71.72 million LCD units for the iPad last year, and 13.6 million LCD units for the iPad Pro edition. Apple's first OLED panel purchases are forecast at 10 million units, accounting for 73% of 13.6 million units, and Apple's overall iPad LCD purchases this year decreased 22% year-on-year to 56 million units, of which iPad Pro LCD purchases decreased 43% to 7.8 million units.
However, some analysts pointed out that the current ongoing IT business downturn and the price rise caused by the application of OLED may have a negative impact on Apple's OLED iPad shipments next year. Among Apple products, consumers are less loyal to IT products such as the iPad than the iPhone, so they also need to offset the price increase factor.
Apple will watch OLED iPad shipments, and the number of OLED MacBooks is also expected to be determined. At present, Samsung Display has decided to invest in the 8th generation of IT OLED panels, while LG Display's investment in this area is lagging behind. In addition, if the number of OLED MacBook is large, Apple will increase panel partners in order to reduce panel prices, but it is not sure whether BOE can ensure the number of MacBook OLED.
Gestant Display Technology Co.,Ltd. could provide a series of LCD and OLED products, such as AMOLED Screen, PMOLED Screen, Round Display Screen, Flexible Display Screen, TFT LCD, Mono-LCD and Bar Display Screen. Customize PCBA/LCD/OLED/FPC/Backlight/Coverlens/TP solutions.
Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.
Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment，establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.
He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.
Gestant Display's products are widely used in Smart wear，Smart home，Outdoor photography，IP phones, Medical care, Industrial control equipment, Automotive and Vehicle displays, Instrumentation, and other Information terminal applications which could offer long-term after-sale services(such as 2 years quality warranty, long-term supply) .