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Musing-Weekly Newsletter

Samsung Intends to Use OLEDs in All Tablets
March 27, 2017

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Just as Apple was launching their new economical 9.7" iPad with its 2048 x 1536 resolution (264 ppi) display, Samsung announced their intent to switch to OLED for tablets and noting that Apple is now testing for future OLED iPads. According to a new report, Samsung Display will expand the use of OLEDs for tablets' displays and will gradually reduce the supply of LCDs for tablets and increase supply amount of OLEDs. Ultimately, Samsung will likely use OLEDs for all of its tablets' displays. Samsung Electronics has decided to use OLEDs for tablets and laptops that will be released this year. OLED tablets are likely to roll out sometime in the second half of the year. There are signs that Apple is also considering the use of OLED panels for its iPads. Apple is internally verifying performance and quality of OLEDs that will be used for tablets. When these OLEDs pass standards, Apple could also use OLEDs for iPads. Samsung Display supplied more than 20 million LCD panels to Apple in first quarter of last year. However during first quarter of this year, it is going to supply only 600,000 panels which is 3% of panels that were supplied in last first quarter.
IHS noted that Samsung Display's supplies to Apple will be further reduced to a level between 300,000 and 400,000 during second half of this year. Samsung Display has been increasing its output of OLEDs for tablets and laptops since January. While it was producing 20 million to 25 million OLEDs per month during second half of last year, now it is producing about 30 million OLEDs per month after January. Both Lenovo and HP are selling 2-in-1 laptops that are equipped with OLED panels and the trend is likely to spread across the industry over the next two years. (Source: Apple.com)
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