Samsung Display (SDC) plans to raise the number of OLED panel shipments for laptops, targeting 70% YoY growth and aiming to ship out between 6 to 7 million units for 2023. As SDC's exclusive supplier for glass cutting, polarizer bonding, and IC wire bonding, Coretronic will greatly benefit from this significant increase in shipments. Compared to mini-LED, laptops that use OLEDs have the advantage of being thinner and lighter and offering more diverse form factor design options, like folding, so it has caused Apple to plan to ship the OLED MacBook by the end of 2024 at the earliest.
Corroborating this report, CEO of Display Supply Chain Consultants (DSCC) Ross Young is predicting that Apple will release an OLED MacBook Air in 2024. Additionally, Young expects an OLED 11-inch iPad Pro and an OLED 12.9-inch iPad Pro next year.
It's believed that Apple has already been in talks with Samsung and other South Korean suppliers to use two stack tandem OLED panels for these upcoming devices.
Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more updates.