A recent report released on Monday suggests that the new iPad Pro, featuring Tandem OLED (double-stacked OLED) technology, is poised to have a substantial impact on the entire OLED market.
Omida’s Forecast: According to research firm Omida, the shipment of global OLED panel tablets is expected to reach 12.1 million units in 2024, with approximately 8.12 million being double-stacked OLED panels. To date, Apple’s new iPad Pro is the only iPad utilizing this advanced technology.
This forecast aligns with a report from March that stated Apple’s suppliers prepared 8.5 million OLED panels for the iPad Pro. In January, the projection was for 10 million OLED panels by 2028, but it was reported that the order was reduced by 2 million units.
Contrary Report from TrendForce: However, this projection was challenged by a report from TrendForce on May 8th, which estimates that Apple will ship between 4.5 million and 5 million iPad Pro units in 2024. This indicates a discrepancy of up to 4 million units compared to Omida’s latest estimate.
Manufacturing Details: The report also highlights that LG Display is in charge of panels for both the 11-inch and 13-inch models, while Samsung Display handles the 11-inch versions. Additionally, Samsung is expected to expand from one iPad OLED production line to two by modifying its A3 production line to accommodate the double-stacked OLED process.
Supply Chain and Technology: The adoption of Tandem OLED technology in the new iPad Pro signifies a major step forward in display technology. This innovation allows for better brightness and power efficiency, which are crucial for larger devices like tablets. The involvement of industry leaders like LG Display and Samsung Display underscores the significance of this technology shift.
Market Implications: The discrepancy between the Omida and TrendForce reports suggests that there may be some uncertainty in the market regarding the uptake of the new iPad Pro. However, one thing is clear: the introduction of Tandem OLED technology in Apple’s flagship tablet is expected to drive demand and potentially influence the direction of the entire OLED market.
As Apple continues to push the boundaries of technology with its new iPad Pro, the industry is closely watching the impact this will have on the global OLED market. With Omida’s optimistic forecast and the potential market correction suggested by TrendForce, one thing is certain: the new iPad Pro with Tandem OLED technology is set to play a pivotal role in shaping the future of tablet displays. The coming months will reveal how these predictions translate into actual market performance and consumer adoption.
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