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As technology advances, the cost has decreased, and OLED technology is finally becoming a mainstream trend. It seems one of the first companies leading this transition is.
Samsung and LG worry about the possibility of Apple facing failure!The tech giant based in Cupertino has long been known to want to use OLED in its Mac and devices. According to recent information, the company is ready to make this change starting next year, but panel suppliers are limiting investments in the next-generation OLED production line due to concerns that Apple may fail.
According to sources, 'The Cupertino House' plans to introduce the first OLED iPads in 2024. Since the company does not manufacture panels themselves, they need to collaborate with other companies. Apple has not chosen a partner yet, but Korean companies Display and LG Display are eager to become the main suppliers.
OLED iPad set to debut in 2024Currently, both of these companies have significant production capabilities and are operating Gen 6 OLED production lines. However, they plan to establish more efficient Gen 8 production lines to produce a higher quantity of OLED panels per substrate. New information has revealed that Korean manufacturers are hesitant. Specifically, Samsung and LG have not yet placed orders for the necessary equipment to build Gen 8 lines, which require at least a year to complete. This situation indicates manufacturers' reluctant investment stemming from profit concerns.
The primary cause for concern is the decline in Apple's sales figures. Despite the success of the M-series processors, 'The Cupertino House' recently disclosed a significant decrease in Mac revenue compared to the same period last year, dropping from 10.4 billion USD to 7.2 billion USD. If this decline continues, significant investment in the next-generation OLED panels could have negative consequences for LG Display and Samsung Display.
