Only a few days after our report about The Elec stating that Apple is preparing iPad models with organic LED displays (OLED) for as soon as next year, a new report from Display Supply Chain Consultants (DSCC) has emerged with reports that Apple will enter into the OLED tablet market in 2023, NOT 2022.
According to David Naranjo, a display analyst for DSCC, Apple launching an OLED iPad in 2023 could boost the tablet market to over $1B in 2024.
“Looking out to 2025, DSCC has raised its OLED revenue forecast by 11% to $60.6B helped again by higher volumes in smartphones as well as increased penetration into all three IT markets – tablets, notebook PCs and monitors. In tablets, Apple’s entry into the OLED tablet market expected in 2023 will boost the tablet market to over $1B in 2024. “– David Naranjo
If you’re not familiar with who DSCC is, that’s ok, I wasn’t either. If you are, then you might already know that the CEO of DSCC, Ross Young, has a whopping 100% track record when it comes to the display industry and forecasting therein – according to AppleTrack.com.
While Young has a stellar track record when it comes to product launch timelines, most of the rumors that we’ve heard about an OLED iPad suggest that it’s coming in 2022. In a research note obtained by 9to5Mac Apple analyst Ming-Chi Kuo has also stated that Apple is looking to adopt an OLED display in the 2022 iPad Air (while the MacBook Air will start using miniLED LCDs). A DigiTimes report said something similar: “Apple reportedly plans to adopt OLED panels in more of its devices including the iPad and MacBook series in 2022, according to industry sources.”
Right now, OLED technology is limited to Apple’s smaller devices like iPhones and Apple Watches, presumably because it’s expensive. As advantageous as OLED is bringing improved brightness, wider viewing angles, deeper/richer blacks, and higher contrast, it still comes at a cost. I’m sure eventually Apple will make the transition to OLED technology on larger devices like the iPad Air, but “when” is the question.
I have said it before, and I will say it again: Take all rumors and leaks with a grain of as*hair. Apple will do what they do unless they don’t. Wat.