next to the plate.
Apple should provide the impetus for the transition to OLED
Thereby, Counterpoint Research chose to study tablets with an OLED screen, offering a small projection which could please Cupertino. According to this study, Apple should unveil OLED iPads in 2024 (Pro?). From the second quarter of 2024, these new iPads should quickly to impose with an estimated market share of 21%. In the process, other manufacturers should follow, accelerating the transition to OLED for tablets.
According to their estimates, OLED screens would represent 15% of the market in the second quarter of 2024. By comparison, they were only around 8% of global tablet market shipments in Q3 2022.
Nevertheless, the growth of the main subcontractors will remain dormant in 2023, mainly due to a higher cost of production. It is only in the first half of 2024 that the mass production of OLED panels should really begin, – in particular with LG Display. But according to Counterpoint, the launch of the iPad OLED e movement would lead to a reduction in production costs which will have a positive impact – we hope – on the retail price.
Apple and its upcoming OLED products
All this is in line with the latest forecasts from Mark Gurman but also the latest rumors from the chain of subcontractors. For him, no major updates for entry-level iPad, iPad mini or iPad Air
is not to be expected this year. On the other hand, 2024 promises to be an excellent year, if not downright more exciting
. According to the journalist, Apple would indeed prepare a major redesign for the iPad Pro in the spring of next year.
On the menu, we should benefit from a new design, but also from the famous OLED screens. A priori, the Californian firm and one of its Korean screen suppliers would have started working on OLED screens for the iPad Pro and the 14-inch and 16-inch MacBook Pro. The first would open the march from 2024, and the second from 2026.
On the other hand, Ming-Chi Kuo is looking at a MacBook with an OLED display before the end of 2024. He suggests in passing that this modification could also lead to more diversified form factors.
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