The cost of Apple's Next-Gen Two-Stacked OLED Displays for the 2024 iPad Pro is estimated to be more than double
As a company that sells their devices with premium specifications to justify their higher retail pricing, we're learning today that the price of Apple's next-gen two-stacked organic light emitting diode (OLED) for iPad being supplied by Korean panel companies could reach up to 2 to 3 times that of existing OLEDs of the same size.
The higher price is expected due to the new two-stack method providing two layers of OLED light emitting layers and high-level technology such as LTPO TFT being applied.
Apple is in discussions with LG and Samsung Display regarding the pricing of these next-gen OLED panels for iPads scheduled to be released next year. It's estimated that the prices could be in the range of $270 for the 11-inch model and $350 for the 13-inch model. The supply price of OLED panels for existing IT products in the early 10-inch range is around US$100-$150.
OLED for iPad introduces new processes not found in existing products, such as a two-stack tandem structure, a low-temperature polycrystalline oxide (LTPO) thin film transistor (TFT), and a hybrid OLED structure (glass substrate + thin film encapsulation) do. Industry experts explain that supply prices are bound to rise because of this. However, since the development of OLED for iPad has not yet been completed, specific price negotiations are expected to begin in the summer when process development is completed. For more, read the full report by The Elec.