Bloomberg’s Mark Gurman previously revealed that Apple will release the OLED iPad Pro and 2024 iPad Air models in May this year, while DSCC CEO Ross Young believes it will be in April. .
Multiple iPad models have appeared on the Indian BIS certification website, with model numbers A2836, A2837, A2898, and A2899, confirming that these new models are ready for sale in India.
For reference, the existing 6th generation 12.9-inch iPad Pro models are A2436, A2437, A2764, and A2766, and the 4th generation 11-inch iPad Pro models are A2759, A2761, A2435, and A2762.
According to supply chain sources, Samsung Display and LG Display have started shipping OLED iPad panels in February this year. The original plan was for LGD to exclusively supply 12.9/13-inch panels, with LGD and SDC sharing orders for 11/11.1-inch panels.
Later, it was reported that due to reasons such as reduced yield rates, OLED panel prices remained high, resulting in reduced demand. Therefore, only SDC supplies 11-inch panels; and the latest news is that LGD is expected to start shipping 11-inch panels from March.
Referring to previous reports, LG Display is the supplier of OLED displays for the 13-inch iPad Pro, with a production capacity of 4.5 million units 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 is said to be an OLED supplier of 11-inch models, with a production capacity of about 4 million units this year, and a supply scale expected to be US$1.16 billion (currently about 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.
