According to Display Supply Chain Consultants, a display analyst firm, Apple will use OLED panels instead of MiniLED panels in its iPad tablets and subsequent MacBook laptops, and they believe MiniLED panel shipments will continue to grow until at most 2024, but essentially stop from 2025. They believe MiniLED panel shipment growth will continue through 2024 at best, but essentially stop in 2025.
Analysts expect MiniLED panel shipments to reach 24.47 million this year and 30.23 million in 2024, and DSCC said in its forecast that annual shipments will remain at around 30 million from 2025 to 2027. Meanwhile, the use of MiniLED panels will shift to TVs and monitors within three years, while the use of laptops will gradually decline.
Most users are well aware that Apple’s performance has been very bright since it introduced MiniLED displays to iPad and Macbook in 2021, and with the help of the M1 and M2 series processors, these two product lines have become an important source of revenue for Apple, but the company expects to start applying OLED panels on iPad next year, and then also in 2025. The company expects to start using OLED panels on iPads next year, and then also on Macbooks in 2025, until microLED is available.
But in the meantime, MiniLED is still being widely used by Samsung and other TV makers in high-end TV products, and DSCC expects that to continue through 2027.
