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The OLED-based MacBook Pro may be delayed until 2027 due to the fact that LTPS technology has to be developed for 8th-Gen OLED lines

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LG Display is expected to start manufacturing Gen 8 OLED panels aimed at IT devices a year later than rival Samsung Display. Despite this, LG Display is expected to certainly win orders for its panels from Apple and begin supplying no later than 2026, Choong Hoon Yi, CEO of analyst firm UBI Research, told a seminar in Seoul on Wednesday.

Samsung Display is the only display panel maker that started spending on Gen 8 OLED production. LG Display and BOE are yet to follow as of yet.

This delay from LG Display stems from the company suffering losses from taking longer than expected to transform its existing liquid crystal display line to OLED, Yi said.

In April, Samsung Display said it expected to start production of Gen 8 OLED two to three years from now, so it will begin in 2025 at the latest.

In other display news today, market research firm Omdia announced that Apple will maintain the release date of the organic light-emitting diode (OLED) iPad in 2024, but postponed the plan to release the OLED MacBook to 2027. 

Omdia predicted that 11-inch and 13-inch OLED iPads, which are the first in the Apple iPad series to apply OLED, will begin mass production in the first quarter of next year. OLED iPad uses low-temperature polycrystalline oxide (LTPO) thin film transistor (TFT) and hybrid OLED (glass substrate + thin film encapsulation).

While LTPO TFT technology is being mass-produced in the existing 6th generation OLED line, low-temperature polycrystalline silicon (LTPS) TFT technology for the 8th generation OLED line has not yet been developed. LTPS TFT technology must be developed before LTPO TFT can be applied.

Apple plans to apply OLED first to their Pro model among the MacBook lineup, which is currently applying liquid crystal display (LCD). If OLED is applied, it has strengths in response speed and contrast ratio, but since manufacturing costs increase, it is possible to switch from LCD to OLED only when sufficient demand is supported.

It is estimated that LG Display will account for the highest proportion of LCD supplies for the MacBook series this year at 60%. Next is BOE at 27% and Sharp at 12%. The share of LG Display is expected to increase from 51% last year to 60% this year, and for BOE from 20% last year to 27% this year. The share of Sharp is expected to decrease from 29% last year to 12% this year.

Omdia is a global research leader with 400+ analysts and consultants covering 200+ markets with 25 research locations. One of their areas of expertise is all things related to LCD and OLED displays.

If Omdia's prediction about the delay is accurate, that would certainly be disappointing news for MacBook Pro fans. For more, read the full report by The Elec.

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