The decline in Mac and iPad sales made Apple’s production partners nervous. Samsung Display And LG Display billions of dollars of OLED display investment may not yield the expected result. The companies have reported their reservations to Apple.
How will Macbook and iPad sales with OLED screens be?
Samsung Display and LG Display have announced that they will invest privately to produce OLED displays for the MacBook and iPad. With this move, companies want to dominate the OLED panel market. OLED screens To iPads in 2024 And In 2026, MacBooks expected to arrive.
Both Samsung and LG want to build new production lines specially designed for the panel. Samsung intends to use eighth generation glass sheets; LG, on the other hand, is considering switching to sixth-generation glass sheets. However, a recent report MacBook and iPad sales showed concern for companies.
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The display panel production line takes at least one year to build. For this reason, it is very important to place the equipment on time. But the declines in iPad and MacBook sales have upset Apple partners. In addition, the price Apple will pay per panel and the amount it will buy remains unclear.
Mac sales fell a lot in the second quarter of 2023. According to Apple’s report Mac salesfell to $7.2 billion from $10.4 billion last year. iPad sales On an annual basis, it fell from $7.6 billion to $6.7 billion.
Considering the possibility that OLED displays will drive up iPad and MacBook prices, we can expect sales to drop a little more. This may frustrate LG and Samsung’s investments in OLED.