The Latest Insights on the Apple OLED iPad Ramp

Published 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.

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Written by

Ross Young