UBI Research: Thanks to Apple's iPad Pro, OLED panel shipments will jump to 18.8 million units next year

News from this site on October 16th. Thanks to its advanced display characteristics, OLED display technology is expected to be more widely used in the next few years. For example, current supply chain news indicates that Apple will launch its first OLED display in the first half of next year. iPad Pro with OLED screen.

As the leader in the OLED market, Samsung Display currently has a considerable lead. According to the latest report from UBI Research, Samsung plans to start production of its 8th generation large OLED panels in the first half of 2026.

It is worth mentioning that the eighth generation here refers to the eighth generation manufacturing method, rather than the eighth generation OLED display technology, which can better meet the needs of tablets, laptops and PC monitor markets. need.

# Analysts believe that Samsung Display will invest 4.1 trillion won (note from this site: currently about 22.181 billion yuan) for Gen 8 this year OLED manufacturing. Apple is one of the biggest factors driving this market shift.

According to UBI Research analysts, OLED panel shipments will reach 7.8 million units this year, but by 2024, shipments will jump to 18.8 million units. The main factor behind this is that Apple will Launched the first OLED iPad Pro.

One thing that needs to be emphasized here is that Samsung will use the existing Gen 6 production line to produce OLED screens for Apple, but they hope to switch to Gen 8 production lines as soon as possible, which is its so-called 4.1 trillion won investment intention location.

Analysts pointed out that Samsung Display currently mainly competes with LG Display in the field of OLED iPad panels, but BOE has also been working hard to improve its OLED panel production capacity and quality in an attempt to become one of Apple's suppliers.

Samsung’s investment will ensure that its display unit will not lose its advantage in the battle for dominance in the OLED market. In other words, this investment will at least ensure that Samsung Display wins major orders for Apple’s iPad OLED panels.

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