As the epidemic has driven the development of tablet PCs in the past three years, OLED panel applications have also been driven and become more popular.

(Reuters file photo)

[Reporter Fang Weijie/Taipei Report] As the epidemic has driven the development of tablet PCs in the past three years, OLED panel applications have also been driven and become more popular. The supply chain observes that the penetration rate of such panels will enter a stage of soaring in 2024. Market participants believe that According to reports, South Korea's LGD may start producing related products in the first quarter of 2024, and Apple is also expected to announce the launch of the OLED iPad at a similar time.

In the tablet market, only a small number of original equipment manufacturers (OEMs) originally adopted OLED panels. However, since the beginning of the epidemic, OLED has benefited from technological improvements, and its cost has dropped compared to the past. At the same time, the market is also demanding More attention has been paid to screens, and OLEDs have gradually been introduced into high-end new products by foundries, becoming a more attractive choice besides LCDs.

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According to "Counterpoint" South Korea analyst Kevin Lee (Kevin Lee), the biggest technical difference between OLED and LCD displays is related to the way the two products emit light. LCDs rely on LED backlights, while OLEDs each sub-pixel has a Self-luminous ability, OLED has not reached the manufacturing scale of LCD at first, resulting in higher production cost and shorter life span, which is not conducive to the manufacture of more durable flat panel devices.

Kevin Lee believes that the shortcomings of OLED may be solved in the near future with the emergence of new technologies, for example, the stacked and serial OLED structure, compared with the existing OLED display, the durability and brightness are increased by 4 times, The production cost will also be reduced due to the expansion of production capacity. Global OLED panel shipments accounted for about 8% of the total in the third quarter of last year, and are expected to grow to 15% by the second quarter of 2024.

Regarding the penetration rate of OLED in the flat panel market, Kevin Lee speculates that the performance in 2023 will be the same as last year, and the large-scale production of OLED will start in 2024. LGD is expected to produce such new products in the first quarter of next year at the earliest. Apple, one of the market movers, is also expected to launch the OLED iPad at that time. It is expected that the market share will reach 21% in the second quarter of the year. As Apple adopts OLED for its tablet, other OEMs may follow suit and accelerate the development of OLED displays. Become the new standard for tablet PCs.

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