OLED panel production issues could lead Apple to unveil iPad Pro (2024) in March, ship it in April،
Here's what's happening. Initially, Samsung Display and LG Display were going to share the task of producing 11.1-inch OLED panels for the iPad Pro. LG Display will reportedly supply the 12.9-inch OLED panels for Apple's high-end tablet. However, due to high prices, Samsung Display would be the only 11.1-inch OLED display supplier. Driving up the price, the 11.1-inch OLED panels were the first for a tablet to include low-temperature polycrystalline oxide (LTPO) technology for a dynamic refresh rate.
iPad Air (2024) will have a 10.9-inch variant and for the first time a 12.9-inch variant will be added
Other design options, such as tandem stacks and glass thinning, reduced yield, which also increased the cost of production. DSCC's latest investigation shows that LG Display is supplying Apple with 11.1-inch OLED panels while Samsung is unable to supply Apple with the required quantity of 12.9-inch OLED panels.
April production of 12.9-inch displays expected to be 22% higher than March figures; the planned production of the 11.1-inch screens should have been double that expected. Thus, Samsung Display and LG Display will need to significantly increase production of their 11.1-inch panels so that Apple is able to meet demand for the smaller variant of the iPad Pro (2024); the range will be the first iPad in history equipped with OLED screens.
Higher prices for OLED displays have forced Apple to add a second 12.9-inch iPad Air model in case consumers want a large tablet but don't want to pay what could be an incredibly high price for the iPad 12.9-inch OLED. Professional model. DSCC, which has an exceptional track record when it comes to display-related rumors, claims that LCD screens for the 12.9-inch iPad Air began shipping in December.