As Apple starts to roll out IT devices with OLED displays from 2024, Research Manager Jerry Kang provides his analysis on their strategy to diversify into OLED display technology adoption.
As it is already known in the industry, Apple will be launching the iPad Pro with OLED displays in 2024. LG Display (LGD) and Samsung Display (SDC) are preparing to mass - produce RGB tandem stack and hybrid OLEDs from their half-Gen 6 fabs. Apple also plans to launch the MacBook Pro with OLED displays in 2026. BOE, LGD, and SDC are preparing their fab investments to produce RGB tandem stack and hybrid OLEDs at half-Gen 8.7 fabs.
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