Igeekphone news on April 4, Bloomberg Mark Gurman previously revealed that Apple will release the OLED iPad Pro in May this year, as well as the 2024 iPad Air model, and DSCC CEO Ross Young believes that it will be April.
Several iPad models have already appeared on the Indian BIS certification website as A2836, A2837, A2898, A2899, confirming that these new machines are ready for sale in India.
For reference, the existing 6th generation 12.9-inch iPad Pro models are A2436, A2437, A2764, A2766, and the 4th generation 11-inch iPad Pro models are A2759, A2761, A2435, A2762.
According to supply chain sources, Samsung Display and LG Display have already started shipping OLED iPad panels in February this year. The original plan was for LGD to supply 12.9/13-inch panels exclusively, with LGD and SDC sharing 11/11.1-inch panel orders.
Later, it was pointed out that due to the reduction of yield and other reasons, the price of OLED panels is high, resulting in a reduction in demand, so only SDC supplies 11-inch panels; The latest news says LGD is also expected to start shipping 11-inch panels in March.
As previously reported by Igeekphone, LG Display is the OLED display supplier for the 13-inch iPad Pro, with a production capacity of 4.5 million this year. Considering that the price of the 12.9-inch panel is 380 to 390 US dollars, the transaction price is expected to be 1.755 billion US dollars (about 12.636 billion yuan at present).
In addition, Samsung Display is said to be the OLED supplier of the 11-inch model, with a production capacity of about 4 million this year, and the supply scale is expected to be $1.16 billion (currently about 8.352 billion yuan). At present, Samsung and LG have respectively started mass production of Apple iPad Pro panels on their 6th generation OLED production lines.