According to a report from The Elec, Apple might release an iPad with anOLED display in the year 2024. Apple will need to order a lot of equipment to make the project financially viable, even though it is being developed by a different company.
The Elec says that Apple and SAMSUNG were working on a 10.86-inch display in 2021, but work was stopped in the third quarter. Apple asked for panels with a "two stack tandem structure" but the project was too expensive for SAMSUNG and they were not able to manufacture enough of the panels at the right price.
If Apple places a large enough order for the second collaboration, it will be possible for SAMSUNG to finalize its spending plans during the second quarter of 2022, ordering the necessary equipment during the third quarter. The equipment is expected to be delivered in 2023 for the manufacture of displays for the iPad.
According to the report, Apple wants technology at a price that it wants, but it needs new machinery to do so, and that's why it's trying to expand its Gen 8.5 IT panels. The panels are too expensive because there isn't enough units cut out for each substrate.
Sources told TheElec that the South Korean display panel maker's development of a vertical deposition machine, in collaboration with Japan's Ulvac, was ongoing as of January 2022.
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The equipment, along with fine metal masks, used to deposit organic materials precisely on the substrate, is a key technology needed to commercialise Gen 8.5 IT OLED panels.
The launch of a 2024 iPad may be dependent on whether Apple decides to order a lot of panels from another display provider or not.
Recent rumors have suggested that Apple is working with BOE on larger-sized panels for Macs and iPads, with the recently converted factory able to manufacture displays that are up to 15 inches in size.
Apple uses a variety of displays for its products, including the Apple Watch and the iPhone. The high cost of display panels may delay the technology for Apple's devices like Macs and iPads.
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