Apple plans to launch new MacBooks in the future with OLED panels.

(Bloomberg)

[Financial Channel/Comprehensive Report] Apple (Apple) plans to gradually introduce OLED screens into iPad Pro, MacBook and other products in 2024. However, the sluggish PC market has led to a 41% drop in MacBook shipments in the first quarter, and Q2 seems to be It will continue to decline, which worries Samsung and LG Display (LGD), which are Apple's OLED suppliers, that they will not be able to profit from Apple's OLED orders and have not started the 8th generation OLED production line.

The Korean media "The Elec" reported that the display production line usually takes at least one year to complete, and Samsung and LGD have already set up the 6th generation OLED production line for the Apple iPad. As for the MacBook, another 8th generation OLED production line is planned. However, according to people familiar with the matter, the two panel makers have not yet placed an order for the key equipment required for the 8th generation OLED production line.

Please read on...

Because the decline in MacBook sales is in sharp contrast to the iPhone and iPad in the same period, the decrease in overall revenue means that when Apple purchases OLED panels from two panel makers, it is likely to lower the unit price as much as possible. In addition, it is the first time that Apple MacBook uses OLED panels. It is also difficult for manufacturers to estimate how much Apple will purchase. It must also take into account that the market demand for consumer electronics has not yet recovered, and the problem of excessive inventory in the semiconductor industry has not yet been resolved.

Having to spend billions of dollars on the 8th-generation OLED production line, which cannot guarantee profitability and stable orders, is definitely a difficult decision for LGD, which has suffered heavy losses.

In addition, people familiar with the matter pointed out that in order to start the 8th generation OLED production line, in addition to paying for the machine, Samsung must also pay the development fee to Japanese manufacturers, and Samsung and LGD have been affected by the decrease in MacBook sales.

Grasp the pulse of the economy with one hand I subscribe to Free Finance Youtube channel

Already added friends, thank you

Welcome to 【Free Finance】

feel good

Already liked it, thank you.

related news