OLED version of iPad Pro targets 9 million units, Apple joins hands with LG and Samsung to reach shipment target

News on May 11, according to the latest market analysis, Apple’s first iPad Pro equipped with an OLED screen, despite facing challenges such as the downturn in the overall IT market and product release delays, the shipment target is still set to exceed 9 million units. Companies such as Apple and its suppliers LG Display and Samsung Display remain optimistic about the market prospects of this new product and stick to their established shipment plans.

The new iPad Pro, available in 11-inch and 13-inch sizes, both use advanced double-layer stacked double-layer series OLED technology. This technology can theoretically provide twice the brightness of a single-layer stack while also having a long lifespan. Also up to four times. In terms of supply chain, LG Display will be responsible for the production of 11-inch and 13-inch OLED screens, while Samsung Display will focus on the production of 11-inch OLED screens.

There are divergent forecasts for shipments of this year’s OLED iPad Pro. According to Omdia's forecast, OLED shipments of tablet computers will reach 12.1 million units this year, of which the new iPad Pro will account for the majority, approximately 8.12 million units, using hybrid (glass substrate + film packaging) OLED technology. On the other hand, TrendForce estimates that since the price of the new iPad Pro is US$200 higher than the previous generation, and the addition of the 13-inch LCD version of iPad Air, it may have a certain impact on the demand for the new iPad Pro. They predict that shipments of new iPad Pro this year will be between 4.5 million and 5 million units.

Omdia’s forecast is based on panel shipments, while TrendForce’s forecast is based on complete product shipments. Even so, even according to TrendForce's forecast, the shipment volume of the OLED iPad Pro this year will only be 4.5 million to 5 million units, and the shipment volume of OLED panels will at least exceed 10%.

Despite differences in market forecasts, industry insiders revealed that Apple and its suppliers still adhere to the shipment target of releasing the OLED version of iPad Pro this year. It is reported that LG Display’s OLED shipment target is set at 5 million units, while Samsung Display’s target is more than 4 million units.

Recently, according to the editor's understanding, the release of this OLED version of iPad Pro not only represents Apple's continued innovation in display technology, but also indicates that the tablet computer market may usher in a new competitive landscape. At the same time, the active stocking up of major panel suppliers also shows their confidence in the market prospects of this product.

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