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Omdia: in addition to BOE, Apple plans to introduce new OLED suppliers in China

2025-01-17 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

Thank you, Mr. Air, a netizen of CTOnews.com, for your clue delivery! CTOnews.com Sept. 21, according to the Financial Associated Press newsletter, at the 2023Omdia China display Industry Seminar held in Shanghai today, Guo Zijiao, chief analyst of Omdia display research, revealed that in addition to BOE, Apple may also introduce an OLED supplier in China. After the meeting, a person from the industry chain confirmed the news to the reporter.

In addition, at present, the main domestic small and medium-sized OLED suppliers are BOE, Vicino, Shen Tianma.

Referring to CTOnews.com 's previous report, South Korean media The Elec quoted supply chain sources on September 14 as saying that Apple initially purchased 1000 OLED panels for the iPad. In addition, Apple plans to launch 11-inch and 12.9-inch iPad Pro with OLED panels in the middle of next year, with initial purchase orders for 11-inch 6 million and 12.9-inch 4 million.

Of these, LG Display will supply Apple with 4 million 12.9-inch OLED panels and 2 million 11-inch OLED panels, while Samsung Display will supply only 4 million 11-inch OLED panels.

Blogger Tech_Reve also revealed that Apple is testing 27-inch and 32-inch OLED panels, which are expected to be used in the next generation of iMac devices. Since the launch of the original Apple Watch in 2014, Apple has been upgrading the screens of products such as iPad and Mac to OLED panels.

The source also revealed that Apple is developing a 20-inch OLED screen MacBook, which will further expand the MacBook product line. Apple expects to upgrade the 14-inch and 16-inch MacBook Pro in 2026 and 2027, using the OLED panel.

In August this year, US technology media The Information reported that due to Sony's limited supply capacity, Apple was "evaluating" the possibility of using BOE and Vision Technology as Micro-OLED display suppliers in the future Vision Pro, involving a new generation of Vision Pro and a "low-cost version Touxian" internally codenamed N109, which is currently in the early stage of development. Foreign media pointed out that the introduction of a second or third supplier for Vision Pro could significantly increase production and help Apple reduce the basic cost of its hardware in the future.

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