Back in October we learned that the iPhone 6 demand was so hot that Apple decided to delay the release of their 12.9 inch iPad Pro well into 2015. Today we're learning that the delay may have also been due to the fact that Apple has decided to change the type of display panel that they'll use for the larger iPad Pro. Supply chain news today out of Korea states that LG Display will be expanding their Oxide panel production line because Apple has decided to use oxide panels in their future iPads and iMacs.
Apple has decided to use Oxide TFT LCD because it offers a lower power base and allows Apple to design even slimmer designs. It also provides superior touchscreen senses than the previous a-Si TFT LCD. LG Display is expanding production capability for low power high-resolution oxide thin film transistor (TFT) panel because Apple's decision to switch to Oxide TFT panels.
A well-informed LG Display related official stated that investment to produce 30,000 sheets next year's second quarter have started. Apple is creating iPads with 12.9 inch display and because of it we're planning to expand production rate as well. In total, LG will be able to produce 50,000 panels by the second quarter of 2016.
Apple plans to obtain oxide TFT via a number of suppliers including LG Display, Samsung Display, and SHARP. Samsung Display recently secured production capability of 20,000 sheets. Their goal is to expand 20,000 more so that they would have 60,000 producing capability by the end of the year.