OLED iPad – 2024?
According to Korea’s ETNews, Apple has confirmed that the rumored OLED iPad will be released in 2024. Apple and suppliers have been producing prototype of the device to make sure that the OLED displays can scale to while still meeting Apple’s specifications as the OLED iPad, should it be similar in size to the current model, would have a screen with almost 3x the size of an iPhone. With sales in the 50m to 60m range, a mistake on the company’s first OLED base iPad would be quite expensive and damaging to the company’s reputation and the extra time the company is taking to make sure things are right is similar to how the company worked through the iPad OLED conversion years ago, which was slower than most major smartphone brands and started with one model, eventually expanding to the entire iPhone line.
There is still considerable speculation as to who will be supplying the displays for the OLED iPad with Samsung Display and LG Display in primary contention, with both indicating potential capacity expansion plans geared toward producing larger OLED panels on Gen 8 substrates rather than the more typical Gen 6, which would lead to more efficient processing. China’s BOE is also angling to make its way further into Apple’s display supply chain, although the company is still behind SDC and LGD in terms of producing acceptable yields on LTPO displays, which have been the backplane technology of choice for Apple’s high-end iPhone models. With the iPad typically being released in September, BOE and potentially others, will have a bit over a year to supply Apple with additional prototypes and gear up production, but it will be difficult for new fabs to be built and tested in that time, so we expect the first round of OLED iPads will still be produced o Gen 6 lines with the possibility that there will be more than one supplier, even if there is only one OLED iPad model in the 2024 year.
There is still considerable speculation as to who will be supplying the displays for the OLED iPad with Samsung Display and LG Display in primary contention, with both indicating potential capacity expansion plans geared toward producing larger OLED panels on Gen 8 substrates rather than the more typical Gen 6, which would lead to more efficient processing. China’s BOE is also angling to make its way further into Apple’s display supply chain, although the company is still behind SDC and LGD in terms of producing acceptable yields on LTPO displays, which have been the backplane technology of choice for Apple’s high-end iPhone models. With the iPad typically being released in September, BOE and potentially others, will have a bit over a year to supply Apple with additional prototypes and gear up production, but it will be difficult for new fabs to be built and tested in that time, so we expect the first round of OLED iPads will still be produced o Gen 6 lines with the possibility that there will be more than one supplier, even if there is only one OLED iPad model in the 2024 year.
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