Ross Young broke the news: Apple will launch OLED iPad Pro in April, panel supply situation revealed

According to Ross Young, CEO of DSCC, an authoritative consulting firm in the field of screen supply chain, disclosed on his blog, Apple plans to release a new iPad Pro equipped with an OLED screen in April this year.

Ross Yang cited supply chain news in his blog post, pointing out that starting from February this year, the two major panel manufacturing giants Samsung Display (SDC) and LG Display (LGD) has started supplying panels for the upcoming OLED iPad Pro. Initially, LG Display was exclusively responsible for the production of 12.9-inch panels, while orders for 11.1-inch panels were shared between LG Display and Samsung Display.

However, due to technical challenges such as series stacking and glass thinning involved in the manufacturing process of the first OLED tablet panel using LTPO technology, the yield rate has declined, which in turn has pushed up the price of OLED panels. This suppressed market demand, and ultimately only SDC continued to supply 11.1-inch panels. However, the latest news shows that LGD also plans to start shipping 11.1-inch panels from March.

According to the editor’s understanding, the current shipment volume of 12.9-inch panels has far exceeded that of 11.1-inch panels. In this case, SDC seems to be unable to meet all shipment requirements. When LGD starts supplying 11.1-inch panels in April, the proportion of orders for 12.9-inch panels will still be 22% higher. Ross Young said that the market originally expected an 11.1-inch iPad The sales volume of the Pro will far exceed that of the 12.9-inch version. There are even rumors that based on its pricing strategy, the sales volume of the 11.1-inch version may reach twice that of the 12.9-inch version. But the reality is not like this. If LGD’s 11.1-inch product supply is not considered, then the 11.1-inch iPad Sales of the Pro are actually 32% lower than the 12.9-inch version. Obviously, Apple needs SDC and LGD to work together to significantly increase sales of the 11.1-inch iPad Pro to meet market demand.

In addition, Ross Young also predicts that Apple may officially release this OLED iPad at the end of March or early April. Pro is new and will go on sale in April. At the same time, Apple is also expected to release a 12.9-inch LCD iPad at the same time Air is a new product. The panel of this product started shipping in December last year. The launch of these two new products will further enrich Apple's iPad product line and provide consumers with more choices.

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