Categories: Apple

Apple Cuts OLED Panel Supplies For iPad Pro By 30 Percent LG, TSMC, Foxconn Affected

It was reported that Apple has adopted a cautious approach towards the first batch of OLED screen iPad Pros, reducing order quantities by 30%. This decision impacts suppliers like LG Display, TSMC, Foxconn, and Novatek Microelectronics.

Originally, Apple planned to order 10 million units, but the latest adjustment brings the order down to between 7 and 8 million units. LG Display is significantly affected, with its order quantity nearly halved from 6 million to 3 million units. Samsung, however, remains largely unaffected, maintaining an order of 4 million units.

The next-generation iPad Pro, including 11-inch and 13-inch models, will be the first iPad products to feature OLED displays. Compared to existing LCD models, OLED offers higher brightness, higher contrast, and lower power consumption. Apple already uses OLED screens in its latest iPhone and Apple Watch models (excluding the lower-end iPhone SE).

Industry insiders suggest that Apple’s reduction in OLED panel orders for the iPad may be due to a cautious stance on initial demand. Although the exact pricing of the product is yet to be determined, it is likely to be more expensive than the current LCD iPad models.

The OLED panels for the new iPad models use a technology called Tandem, which consists of a dual-layer organic light-emitting layer structure. This technology offers higher brightness and a longer lifespan than single-layer OLED structures. Samsung Display had initially faced production issues that did not meet Apple’s specifications, but it has now indicated that it can complete mass production on time.

Details of the price negotiations between LG Display and Apple for the iPad Pro panels have not been disclosed, but the industry expects the cost to be 4 to 5 times that of smartphone panels. With smartphone OLED panels averaging between $50 and $60, supplying 5 million units at an estimated $200 each could lead to a sales increase of approximately $1 billion.

via: Source1, Source2

Recent Posts

The first AI-powered smartphone! Hands-on review of the Nubia NaviX Ultra: One sentence to control multiple apps.

Fast Technology reported that Nubia officially showcased the world's first AI-powered smartphone, the Nubia NaviX Ultra,…

17 hours ago

OPPO Find X10 renders revealed for the first time: Horizontal matrix module closely resembles the Find X9s Pro

Fast Technology reported that netizens recently photographed testers using the OPPO Find X10 series and iPhone…

17 hours ago

Xiaomi MIX Fold 5 foldable screen receives certification: debuting self-developed 3nm O3 chip.

Fast Technology reported that several new Xiaomi phones have recently passed market access certifications in…

17 hours ago

The first “Ultra” foldable screen! Samsung Galaxy Z Fold8 Ultra debuts:

For a long time, the Galaxy series' "Ultra" models have represented the highest standards of…

17 hours ago

HMD Touch phone released, replicating the classic Nokia Lumia design

Fast Technology reported that Nokia's official WeChat account announced that the HMD Touch AI small…

17 hours ago

OPPO K15’s design details officially revealed: white and gray dual-color scheme, metal frame + cooling fan.

Fast Technology reported that OPPO officially announced that the new member of the K series, the…

2 days ago