LGDisplay to Increase Panel Shipments for Apple's OLED iPad Amidst Changes in Supply Situation

TapTechNews August 8th news, ZDNet reported that LGDisplay will increase the panel shipments for Apple's OLED iPad by approximately 1 million pieces. It is said that Samsung Display has ordered its supply chain partners to reduce production, and LGDisplay is absorbing this part of the orders from Samsung Display.

Apple launched the 11-inch and 12.9-inch OLED versions of the iPad Pro tablet some time ago, among which Samsung Display is responsible for supplying panels for the 11-inch model, and LG Display is mainly responsible for the supply of the 12.9-inch model, while also supplying a small amount of 11-inch panels. Referring to TapTechNews' previous report, the industry initially estimated that the total shipment volume of Apple's OLED iPad Pro this year is 900 to 1000, and the ratio between Samsung Display and LGDisplay is about 5:5 or 4:6.

Industry insiders disclosed that due to Apple's more cautious market strategy, the supply situation has changed recently. Firstly, the total estimated shipment volume of OLED iPads has decreased to 700 to 800. On the other hand, the supply of LGDisplay panels has expanded from the existing 350 million pieces to 450 million pieces. Specifically, the 12.9-inch panel is 300 million pieces as before, but the 11-inch version has increased from 500,000 pieces to 1.5 million pieces, and the reason is the decrease in the shipment volume of Samsung Display.

Sources said that Samsung Display has been actively asking its partners to expand production capacity in order to supply OLED iPad panels at the same level as LGDisplay, but Samsung Display has recently changed its mind and plans to reduce the production of OLED iPads starting from next month. It is claimed that the company has conveyed to relevant partners the opinion that we will reduce by nearly half the amount compared to the end of the third quarter.

Industry insiders pointed out that LGDisplay is expanding its advantages and shipment volume through the more advanced OLED dual-stack tandem technology. However, since Apple plans to apply OLED to all iPad product lines, both panel suppliers will benefit in the future.

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