Thanks to advanced display characteristics, OLED display technology is expected to be more widely used in the next few years. For example, current supply chain news indicates that Apple will launch its first OLED screen in the first half of next year. iPad Pro.
As the leader in the OLED market, Samsung Display currently has a considerable lead. According to the latest report from UBI Research, Samsung plans to start production of its 8th generation large OLED panels in the first half of 2026.
It is worth mentioning that the eighth generation here refers to the eighth generation manufacturing method rather than the eighth generation OLED display technology, which can better meet the needs of tablets, laptops and PC monitor markets.
Analysts believe that Samsung Display will invest 4.1 trillion won (Note: currently about 22.181 billion RMB) in Gen 8 OLED manufacturing this year. Apple is one of the biggest factors driving this market shift.
According to UBI Research analysts, OLED panel shipments will reach 7.8 million units this year, but by 2024, shipments will jump to 18.8 million units. The main factor behind this is that Apple will launch the first OLED iPad Pro next year.
What needs to be emphasized here is that Samsung will use existing Gen 6 production lines to produce OLED screens for Apple, but they hope to switch to Gen 8 production lines as soon as possible, which is where its so-called 4.1 trillion won investment intention lies.
Analysts pointed out that Samsung Display currently mainly competes with LG Display in the field of OLED iPad panels, but BOE has also been working hard to improve its OLED panel production capacity and quality in an attempt to become one of Apple’s suppliers.
Samsung’s investment will ensure that its display unit does not lose its advantage in the battle for dominance in the OLED market. In other words, this investment will at least ensure that Samsung Display wins the main order for Apple’s iPad OLED panels.
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