Apple OLED

Omdia updates its Apple laptop and tablet OLED adoption forecast, says market to grow to 72 million units by 2028

Omdia updated its forecast for Apple's OLED adoption in its IT devices (iPads and Notebooks), saying that the company will begin the OLED transition with the 11-inch and 12.9-inch iPad Pro due later in 2024.

Samsung Display and LG Display will be Apple's suppliers, and the two companies will adopt new technologies. SDC will produce rigid glass based LTPO tandem AMOLEDs and LG will produce flexible AMOLEDs, at its E6 line. Omdia estimates that Apple will pay $80-90 for the 11" displays and $120-130 for the 12.9" displays, without the touch and cover glass (which will add $20-30 per display).

Read the full story Posted: Feb 21,2024

Report says Apple reduced its OLED iPad Pro orders by 20-30% due to low expected demand

Earlier this month we reported that Samsung Display and LG Display have started to produce AMOLED displays for Apple's future iPads, to be announced later this year. Earlier expectations were for Apple to order a total of 10 million iPad AMOLED displays in 2024 from both LGD and SDC, with LGD getting around 60% of the orders. 

 

Apple iPad (8th-Gen)

According to a new report, Apple has decided to cut its order size by around 20-30%. Apple will be launching two OLED iPad Pro devices: 11" and 13", and the reduction in orders is for the 13" device, for which LGD is the exclusive supplier, which is why only LGD is effected by the new order cut.

Read the full story Posted: Jan 28,2024

Samsung and LG begin producing 11" and 13" tandem LTPO AMOLED displays for Apple's iPads

Reports from Korea suggest that Samsung Display and LG Display are starting to produce AMOLED displays for Apple's future iPads, to be announced later this year. Samsung is set to produce 11" LTPO AMOLED displays, while LG Display is producing displays for the 13" model (but LGD will also produce 11" AMOLEDs in the future for Apple). 

Apple iPad (8th-Gen)

The Elec says that both Korean makers developer 11" and 13" displays, but for some unknown reason only LGD will produce the 13" displays. This could change in the future, of course. One reason could be that LG Display has more experience with tandem OLED architectures (developed originally by LGD years ago for automotive OLEDs).

Read the full story Posted: Jan 18,2024

Reports from China suggest that Apple cancelled its BOE iPhone AMOLED orders due to quality issues

Last month we reported that BOE finally got accepted into Apple's latest-generation iPhone supply chain, and the company will supply 2 million AMOLED displays for iPhone 15 devices in 2023 (that's about 3% of Apple's total iPhone orders). This news came after many years when BOE failed to meet Apple's quality tests.

Apple iPhone 15 phones photo

A new report from China now suggest that BOE's AMOLED displays have been found to still suffer from issues - specifically light leakage around the selfie-camera and sensor 'island'. Eventually Apple decided to cancel its orders from BOE this year, at least until the China-based display maker can fix the issue. 

Read the full story Posted: Dec 08,2023

Updated: TrendForce says Apple chooses Seeya and BOE to supply its Vision Pro OLED microdisplays over Sony

Last week we posted the following article, but it turns out that our information was not correct. We mentioned that this was a strange report - and indeed it turns out that Trendforce analysis was misquoted, and the company did not say that Apple will stop using Sony's OLED microdisplays. We are sorry for posting this!

Apple first VR headset, the Apple Vision Pro, will use dual 1.3" 4K OLED microdisplays. Apple has been working with Sony, that produced the first OLED microdisplays, but later reports suggested that Apple is looking to replace Sony with Seeya and BOE as its suppliers to reduce costs (and also likely to increase potential supply as Sony has limited capacity). 

According to a new report by TrendForce, Apple has made some changes to its Vision Pro supply chain and has decided to already stop using Sony's OLED microdisplays - and indeed go with Seeya and BOE.

Read the full story Posted: Dec 03,2023

Apple finally approves BOE as an iPhone 15 AMOLED supplier, will order 2 million diplays in 2023

BOE has been trying to be accepted into Apple's supply chain for their latest iPhone devices for many years, but has so far succeeded only in getting small orders for aftermarket panels. In March it was reported that BOE is developing panels for Apple, but in September it was reported that Apple decided to cancel all of its panned orders for BOE's iPhone 15 display OLED panels due to technical issues, and has moved all these orders to Samsung Display.

Now it is reported in Korean media that BOE has been finally approved, and the Chinese-based OLED maker will supply 2 million panels for Apple - or only about 3% of its total OLED supply in 2023. Obviously BOE hopes to gain more orders in 2024.

Read the full story Posted: Nov 14,2023

Chosun: LGD and SDC will produce 10 million AMOLED displays for Apple's iPads next year, to start production in February

According to Chosun Biz, both Samsung Display and LG Display are progressing in their negotiations with Apple for the supply of OLED panels for Apple's next-generation iPad devices. Apple is aiming to buy around 10 million units in 2024, and each panel is expected to cost around 3 times as much as of Apple's iPhone OLED panels. 

Apple iPad (8th-Gen)

SDC and LGD are both planning to start production in February 2024, earlier than expected. The total capacity (at 10 million units) is still very small compared to the smartphone market (even considering the tablet display area is larger). The panels will be produced at the companies' existing 6-Gen lines. Chosun says that LGD will get 60% of the orders (6 million displays), and SDC will get the rest. 

Read the full story Posted: Nov 08,2023

Apple's IT OLED roadmap supposedly leaks, detailing when the company plans to launch its OLED laptops, monitors and tablets

Accoridng to Twitter (X) user Revegnus, the following is a leaked Apple roadmap, detailing the company's plans for OLED laptops, tablets and monitors:

As many already estimate, Apple will release the first OLED tablets next year, the iPad Pro 11" and 13". The next stage will only arrive in 2026, when Apple will ship a foldable 20.3" tablet, and two OLED laptops (MacBook Pro 14.2" and 16.2").

Read the full story Posted: Nov 06,2023

Japan Display aims to start eLEAP laptop OLED production by 2025

Japan Display (JDI) plans to start producing medium-sized OLED displays, to be used in tablets and laptops. The company hopes to start producing the first panels (which will be around 14-inch in size) by 2025.

Asus ZenBook 17 Fold OLED photo

Asus ZenBook 17 Fold OLED (BOE panel)

Up until now, JDI focused on the production of wearable OLED displays, selling its panels for Apple's smartwatches since 2019. The company's production volume was limited, and so was its technology capabilities to increase production panel sizes. It will be interesting to see whether JDI hopes to also supply its future laptop/tablet panels to Apple.

Read the full story Posted: Sep 18,2023

Apple cancels BOE's iPhone 15 panel orders, orders more displays from Samsung

In March 2023 we reported that BOE is developing smartphone OLED displays for Apple's iPhone 15 range, but it is facing technical hurdles, and Apple has yet to approve BOE's displays (the main problem seemed to be around the punch-hole and selfie camera and FaceID sensors).

Apple iPhone 14 photo

Today Korean media says that Apple decided to cancel all of BOE's iPhone 15 display panel orders, and has moved all these orders to Samsung Display. Meanwhile LG Display has been approved as a supplier to only some of the iPhone models (specifically not the iPhone 15 Pro Max phone), and Samsung Display remains the only company that provides the displays for all of the iPhone 15 models.

Read the full story Posted: Sep 12,2023