A few days ago, it was reported that Apple plans to launch two iPad Pro models equipped with LTPO OLED displays in the future. This news has been confirmed by industry insiders that with the expansion of the thinner and more flexible display panel market, Apple will use OLED panels for the first time in the new iPad series launched in 2023. This decision may benefit Korean panel manufacturers.
According to the Korean Herald, OLED panels produced by Samsung Display and LG Display are rapidly penetrating more electronic devices, while the market share of lower-priced LCDs is being squeezed.
This year, Apple continues to choose Samsung and LG as the main suppliers for the iPhone 13 series. Market observers said that if Apple continues to order OLED panels from these two South Korean companies, its decision to adopt OLED on the iPad will make LG and Samsung Benefit.
According to data from market research firm IDC, Apple ranked first in the overall tablet computer market last year, with an annual sales volume of 53 million units and a global market share of 60%.
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Accordingly, Korean panel manufacturers have been seeking to expand the application range of OLEDs. Including LG, which has been working hard to shift the market focus from large-size OLEDs for TVs to small IT devices, such as laptops; Samsung has also been trying to expand the size of commercial OLED panels to expand from smartphones to laptops and other larger Equipment market.
There is a view that Samsung can use its leading edge in the small and medium-sized OLED market to win more orders from Apple. Market research firm Omdia predicts that Samsung Display is expected to ship 2.35 million OLED panels for tablets this year, occupying 59.5% of the market.
An industry insider said, With the continuous growth of the automotive infotainment market and the portable game device market, the demand for high-response, brighter, and clearer display panels is rising, and small and medium-sized OLED panels have broad growth prospects.