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Samsung & LG have reportedly won the first Apple contracts for OLED displays for iPad while Apple secures TSMC's 3nm chips for iPhone 15

1 cover iPad Pro

Late last month, Patently Apple posted a report titled "Another rumor points to 2024 MacBooks and iPad Pro to use next-gen two-stack OLED Displays from Samsung, LG+." Today a new supply chain report from Korea reports that Apple plans to load OLED panels into its new iPad Pro models scheduled for 2024. The iPad is Apple’s flagship product, selling more than 70 million units annually and Korea's Samsung Display and LG Display and China’s BOE are competing for a larger share of Apple's OLED display orders.

According to Business Korea, "The first round of orders for the new displays were placed with Samsung and LG Display for 10.9-inch and 12.9-inch panels for the iPad.  At present, there's been no confirmation on BOE's status. The Korea Economic Daily added that "Apple has not yet finalized the order volume of OLED displays for the iPad Pro."

Apple is also preparing to mass-produce MacBooks with OLED panels beginning some time in 2026. The MacBook is Apple’s flagship laptop, with sales of US$7.3 billion in the first quarter. Many experts expect the OLED panel size to be 14 inches and 16 inches wider than the iPad."

In other supply chain news, DigiTimes is reporting that Apple has procured 100% of the initial N3 supply, which is said to have a high yield, despite the higher costs involved and the decline in the foundry's utilization rate in the first half of 2023. Apple's iPhone 15 Pro is likely to adopt TSMC's new 3nm processor.

Speculation for 3nm powered MacBooks is high, though rumors are all over the map at present as to which model will be the first to adopt 3nm.

10.0F0  Supply Chain News & Rumors


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