According to industry sources, Samsung Display (Display) will be solely responsible for the production of Apple's first batch of 11-inch iPad OLED displays, while LG Display will choose to give priority to the production of 13-inch versions. This strategic adjustment reflects the fierce competition between the two panel giants, as well as the changing demand outlook for Apple's OLED iPad.
According to CNMO, Apple will launch two OLED iPads this year, which are 11-inch and 13-inch. Although LG Display and Samsung Display are both in production, only Samsung Display is currently producing the first products of the 11-inch iPad OLED. It is speculated that this may be related to the change in Apple's demand for OLED iPads, as well as factors such as the production capacity and profitability of the two panel companies.
This year is the first time that Apple has adopted OLED technology on a large scale to produce iPads, so the productivity of the two panel companies has not yet stabilized. In this context, they have chosen to focus on the production of one size of iPad OLED in order to optimize production efficiency and reduce costs. However, this may change as the production process progresses and market demand changes.
At present, the market has 8 million units of Apple's OLED iPad shipments this year, which is lower than the 10 million units expected announced last year. Although LG Display had expected to overtake Samsung Display in the iPad OLED market, it now seems that the two are evenly matched. With market changes and technological progress, the competition between the two panel companies will become more intense.
Despite the poor overall situation of the IT product industry this year, OLED iPad is still expected to be a breakthrough in increasing the penetration rate of OLED in the IT product market. At present, in the market of IT products such as tablets and laptops, the penetration rate of OLED is only 2%-3%. If Apple starts with the iPad and also adopts OLED technology on the MacBook, then OLED is expected to occupy a place in the line of high-end IT products.