Blog

Apple to Announce OLED iPads on May 7th, LGD and 12.9” Dominating on SDC’s Challenges

April 29, 2024

Apple will announce new entries to its iPad line-up after not announcing any new iPads in 2023. For the first time, Apple will introduce iPads with an OLED display as part of its iPad Pro models at both 11.1” and 12.9”. With Apple the dominant tablet supplier, the shift to OLED will drive significant growth for the OLED tablet market in 2024. The OLED iPad panels are expected to be by far the best OLED tablet panels on the market with LTPO, 120Hz refresh, a tandem stack and glass thinning resulting in ultra-thin and light displays with high brightness, extended battery life and long lifetime.
Read More

Events

SID Display Week Panel Session Will Assess MicroLED Manufacturing

April 29, 2024

A special panel session during Display Week 2024 will discuss the challenges and opportunities in MicroLED manufacturing. I will serve as moderator for the panel session, which will take place at the Center Stage in the Exhibit Hall of the San Jose Convention Center on Wednesday, May 15th at 10:00 AM.
Read More

Augmented and Virtual Reality

Can the Apple Vision Pro Really Augment Reality?

April 1, 2024

This report was originally published as Bob O’Brien’s Editors Notes in the DSCC Weekly Review, Volume 7, No. 14, April 1, 2024. One story that we are following involves some revolutionary claims about the Apple Vision Pro extended reality headset. I could hardly believe the claims, until I spoke with a contact at Apple who has been involved with the program (please don’t try to find this person on my LinkedIn connections – I don’t want him/her/them to get into trouble).
Read More

OLED

The Latest Insights on the Apple OLED iPad Ramp

March 18, 2024

According to our supply chain sources, both LGD and SDC started shipping OLED iPad panels in February. The initial plan was for LGD to be the sole source at 12.9” with LGD and SDC splitting the 11.1” orders. Then, we heard in the press that only SDC was going to supply 11.1” panels due to reduced demand resulting from the high panel OLED panel prices derived from being the first OLED tablet panels with LTPO, tandem stacks and glass thinning resulting in lower yields, etc.
Read More

MicroLED

Apple Cancels MicroLED Project

March 4, 2024

Apple has cancelled its MicroLED project for the Apple Watch. The decision was confirmed by LED supplier ams OSRAM in a press release announcing the “unexpected cancellation of a cornerstone project” for its MicroLED program. The decision is a blow to the suppliers involved in the project and leaves a big question mark on Apple’s future MicroLED strategy.
Read More

TV

LCD TV Panel Price Increases Continuing into Q2

March 4, 2024

The rally in LCD TV panel prices which started in February is continuing in March and into Q2, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
Read More

TV

2024 Super Bowl TV Deals Bring New All-Time Lows

February 12, 2024

The Super Bowl, held yesterday, marks the end of the big selling season for TVs in the US, and as usual the top brands made a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party.
Read More

Mobile

DSCC Sees S24 Series Panel Shipments Outpacing S23 Series by 13% through March – S24 Ultra Expected to Account for a 46% Share

February 12, 2024

The Samsung Galaxy S24 series was announced on January 17th with preorders starting that day and availability on January 31st. As we show in the DSCC Monthly Flagship Smartphone Tracker, the S24 series cumulative panel shipments in January were 21% higher than the S23 series and 66% higher than the S22 series during the same three month period of November – January leading up to the launch. For March, the S24 series cumulative panel shipments are estimated to be 13% higher versus the S23 series and 47% higher versus the S22 series during the same time five-month period of November – March.
Read More

OLED

Samsung Signs Long-Term Deal for White OLED and LCD Panel Supply from LG Display

February 5, 2024

Multiple sources in Asia last week reported that Samsung Visual Display (VD, the company’s TV business) has agreed to a long-term supply agreement with LG Display for the supply of LCD and OLED display panels. Our sources have confirmed that the agreement is happening; the deal expands an existing relationship between the two Korean giants as both face fierce competition from Chinese players.
Read More

FREE INSIGHTS

DSCC’s popular weekly publication features data, insights and analysis on the latest developments in the display industry. Expert insights, free delivery.

Register

Blog Archives