Apple May Split OLED Display Orders for iPad Pro Between Samsung and LG [Report]

Apple may split OLED display panel orders for the new iPad Pro equally between Samsung and LG, according to a new report from KED. This would leave Chinese supplier BOE out of the supply chain.

Apple has asked the two South Korean companies to develop two types of panels sized 10.9 inches and 12.9 inches for its first iPad Pro equipped with OLED displays, people familiar with the matter said on Tuesday. Order volumes have not been fixed but will likely be evenly divided between the two companies, sources said. For the deal, Samsung and LG beat China's BOE Technology, which was also striving to win the order, they said.

The new iPad Pro models are rumored to arrive next year. Samsung and LG reportedly plan to manufacturer panels for the iPads on their sixth-generation lines using 1,500 mm x 1,850 mm glass substrates.


In addition to OLED iPad Pro models, Apple is rumored to be updating MacBook Pro with OLED display panels in 2026. If Samsung and LG win orders for the new MacBook displays, they will likely move to eighth-generation lines using larger 2,200 mm x 2,500 mm sheets for mass production. Display makers are reportedly racing to secure equipment for these lines as prices have been on the rise. Japanese equipment maker Canon Tokki recently raised prices of its eighth-generation glass substrate filming machines to over 500 billion won a unit. That's compared to prices of between 150 billion won and 200 billion won per sixth-generation machine.

More details in the full report linked below...

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