According to the Korean media Chosun Daily reported on January 23, due to Apple's decision to reduce the number of orders for the next generation of iPad Pro to install OLED panels, it is expected that the supply of South Korean display companies will be smaller than expected.
Reports indicate that Apple has reduced the initial order of OLED panels for the iPad from the existing 10 million to 7 to 8 million. As a result, LG Display's supply is expected to be reduced to about 4 million units, including 11-inch and 12.9-inch models. In the case of Samsung Display, it will reportedly supply about 4 million units as originally planned.
So far, Apple has applied liquid crystal display (LCD) panels to all iPad models. However, the two Pro models to be released this year (11 inches and 12.9 inches) have decided to use OLED panels for the first time. Compared to LCDS, OLeds have superior contrast and response speed while consuming less power.
In particular, the OLED installed in the new iPad model uses series RGB and hybrid OLED panels, which can be up to twice as bright and up to four times as long as the single-layer RGB OLED panel, where the series structure of the RGB is formed by superimposing the luminous material. However, due to the need for additional luminous material layers, the material cost of such panels is correspondingly higher. In addition, the use of corresponding manufacturing systems, such as evaporation systems and evaporation masks, needs to be expanded; Compared with single-layer RGB OLED panels, series RGB OLED panels require twice as much evaporation equipment. Therefore, the thickness and properties of each layer in the serial RGB OLED panel need to be optimized to ensure higher productivity.
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In the case of Samsung Display, there were problems related to series OLED in the early stage of mass production. The report pointed out that at the end of last year, the OLED panel produced by Samsung Display for iPad had yield problems, such as failing to meet the specifications required by Apple. As Apple's quality approval process has increased, so has supply. Because it is not a major problem that cannot be supplied, the mass production schedule and supply have been slightly adjusted. However, it is currently in a state that can meet the mass production schedule without any problems.
Hybrid OLED panels are made from a glass substrate via a thin-film encapsulation (TFE) process, which is thinner and lighter than hard-screen OLED panels and lower in cost than flexible OLED panels. Therefore, it is best to make TFT on the surface of the glass substrate (the product substrate is more than 10 inches), the production process is simple, and the yield is high.
TFE is very helpful in integrating other technologies, such as touch sensors, COE, under screen cameras, MLP, etc. on TFE, which can bring added value while maintaining quality. Therefore, since the Gen 6 flexible OLED production line can directly complete the TFE production process, it will also be more advantageous to use the Gen 6 flexible OLED capacity to produce hybrid OLED panels.
Details of the Korean display company's negotiations with Apple over the price of the iPad Pro panel are unclear, but the industry expects its price to be four to five times higher than that of the smartphone panel. Assuming a panel price of $200 each and a supply of 5 million units, sales are expected to increase by about $1 billion, according to the analysis. The average price of a smartphone OLED panel is about $50 to $60.
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) .