Apple launched its iPad Pro with OLED in May 2024, but the shipment should be less than 5.5 million units owing to limited differentiation and expensive price. Apple has been aggressive in adopting OLED for its IT lineup, but recently, it seems to have slowed down the plan. Apple appears to be concerned about low sales in the short future. A few panel makers have already invested in a Gen 8.6 OLED fab, mainly targeting the demand from Apple. Panel makers should be concerned about the low utilization of IT OLED fab.
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Display Dynamics – October 2024: Apple appears to have slowed down its OLED adoption for IT products
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The Analyst Team
Jerry Kang
Follow AnalystPractice Leader, OLED, Flexible, Micro LED and Emerging Technology
Jerry Kang is the practice leader and leading analyst for the emerging display market and technology analysis. His research areas are OLED, quantum dot, micro LED, and on-silicon displays. He and his team cover the dynamics of the supply chain and the latest technology trends in equipment, materials, and components.
Before joining Omdia, formerly IHS Markit, in 2011, Jerry was an OLED development engineer at Samsung Mobile Display, where he led the company’s research of the global OLED display technology and market. With more than 20 years of industry experience, Jerry is known for his professional analysis and strategic insights on the technology and the OLED, quantum dot, micro LED, and on-silicon displays market. He is frequently quoted in the media and is a frequent guest speaker at major conferences worldwide. Jerry holds a bachelor’s degree in electronics engineering from Pusan National University in South Korea.
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