According to a new supply chain channel report, Apple is being cautious about the first batch of OLED displays for iPad Pro and has has dropped order volume by 30%. Suppliers LG Display, TSMC, Foxconn, and Novatek Microelectronics have been affected by this cutback. Apple originally planned to order 10 million units, but the latest order was adjusted to 7-8 million units.

Among them, LG Display was the most severely affected, with orders cut in half from the initial 6 million to 3 million; while Samsung was basically unaffected, maintaining orders of 4 million.

Compared with existing LCD models, OLED can bring higher brightness, higher contrast, and lower power consumption. Apple is currently using OLED displays in the latest iPhone and Apple Watch models ( except for the low-end iPhone SE ).

An industry insider speculates that "Apple has lowered the first supply of OLED panels for iPad, possibly out of caution about initial demand. Although the specific price of the product has not yet been determined, it is likely to be more expensive than the existing LCD version of iPad products. expensive."

It is reported that the OLED panel equipped with the new iPad product uses a double-layer tandem structure technology (Tandem) composed of a double-layer organic light-emitting layer. The light-emitting layer is brighter and has a longer life than a single-layer OLED structure. Samsung Display had issues such as inconsistencies with Apple's specifications in the early stages of mass production, but it has now stated that it can complete mass production on time.