In July 2023 Patently Apple posted a rumor report titled " 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." Today, Omdia, a global analyst and advisory leader that helps to connect the dots across the technology ecosystem, posted a report last week stating that "demand for OLED displays in mobile PCs is projected to grow by 37% CAGR from 2023 to 2031. This surge reflects the trend that many brands are increasingly integrating OLED panels into their premium notebooks and tablets." Notebooks with OLED will overtake tablets by 2027 which is inline with our 2023 report.

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The Omdia report notes with the emergence of AI-capable PCs and advancements in AI performance, mobile PC manufacturers are gearing up to introduce new products that started in 2024.

Amidst this market landscape, Apple has taken a significant leap forward by introducing OLED screens in its iPad Pro lineup for the first time. With the anticipated annual sales volume of these iPad Pro models, tablet OLED demand in 2024 is projected to triple compared to the previous year.

Furthermore, there is strong speculation that Apple will eventually extend OLED adoption to its entire tablet product lineup, including the iPad Air and iPad mini. This strategic move will likely influence competitors’ OLED adoption strategies, potentially driving tablet OLED demand, to exceed 30 million units by 2029.

According to Ricky Park, Senior Principal Analyst in Omdia’s Display research practice, “Apple is highly likely to incorporate OLED into its MacBook Pro models as early as 2026. This move could spark a significant surge in OLED demand within the notebook market, potentially reaching over 60 million units by 2031."

Lastly, Omdia The anticipated mass production date is slated for 2026 or 2027, which will be crucial in meeting the growing demand for OLED displays in laptops.