Ross Young, CEO of a screen supply chain consulting company, recently tweeted that Apple may release an iPad Pro using an OLED panel in April this year.
Release Date
Bloomberg reporter Mark Gurman recently released the latest issue of the Power On newsletter, which mentioned that Apple plans to release new iPad Pro and iPad Air models “around the end of March or April.”
Therefore, some netizens believe that Apple has delayed the release of the OLED version of the iPad Pro. Ross Yang said during the interaction that Apple’s panel production has not been delayed. The panels have been shipped since February this year, and it is estimated that Apple will not release the iPad Pro until April. OLED products.
Initial inventory of 8.5 million pieces
It was previously reported that there are currently two suppliers of the OLED iPad Pro, with an initial stocking of 8.5 million units worth 3.9 trillion won.
Among them, LG Display was selected as the OLED display supplier for the 13-inch iPad Pro, with a production capacity of 4.5 million this year. Considering that the price of a 12.9-inch panel is US$380~390, the transaction price is expected to be US$1.755 billion (currently approximately 12.636 billion RMB).
In addition, Samsung Display has been selected as an OLED supplier for 11-inch models, with a production capacity of approximately 4 million units this year and an expected supply scale of US$1.16 billion (currently approximately 8.352 billion RMB). Currently, Samsung and LG have each begun mass production of Apple iPad Pro panels on their 6th generation OLED production lines.
LG adds 11-inch OLED panel supply
Ross Young said in a tweet that compared to the 13-inch version, the demand for 11-inch OLED panels is greater, so Apple plans to let LG join in to supplement Samsung’s delivery capabilities, so he said in a tweet: “From this time There are two suppliers supplying 11.1-inch products starting from this month.”
