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Samsung and LG Display to develop two types of OLEDs tech for Apple’s next iPad
Samsung and LG Display are jointly developing two types of OLEDs for Apple’s next iPad. According to a recent report from Korean media, LG is developing a 12.9-inch model panel between Apple’s 12.9-inch and 11.0-inch OLED iPads, which is expected to be released in 2024.
And the other 11.2-inch model OLED is jointly developed by LG Display and Samsung Display. As per the report, Apple’s first two OLED iPads to be powered by a ‘two-stock tandem’ structure, which consists of two layers of light-emitting film and a low-temperature polycrystalline oxide (LTPO) thin-film transistor (TFT).
Samsung and LG Display jointly developed two types of OLEDs for Apple’s next iPad
LG Display was able to conquer the baseline by developing both the 12.9-inch and 11.0-inch iPad OLED. In Apple’s iPad OLED prototype test, it was found that the LG display scored higher than the Samsung display.
So far, the Samsung display has been the market leader in the Apple iPhone OLED market, followed by the LG display. LG Display is working to develop two types of iPad OLED, ahead of its experience in two-stock tandem mass production.
Samsung Display has been developing two-stock tandem technology since the end of last year. The T2 is expected to be the second product of Samsung’s display ‘T series’, a two-stock tandem OLED material set, targeting the iPad OLED application. The target time for mass production of the T2 is 2024 when the first OLED iPad is released.
Both the Samsung display and the LG display are expected to massively produce 12.9-inch and 11.0-inch iPad OLEDs in the 6th generation (1500x1850mm) OLED line.
Samsung Display is expected to make the iPad OLED by rebuilding part of the 6th generation A3 line in Assange in southern Chungchiong province. Line of Balance (LoB) work is expected to take place to realize the two-stock tandem OLED.
In addition, the iPad OLED has the potential to implement 8.5th generation (2200x2500mm) OLED technology for IT in the future, which is currently being developed by LG Display and Samsung Display.
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Samsung remained the king in the Q2 2024 market, but Apple and Xiaomi are getting closer. IDC market research data shows that Samsung led the worldwide smartphone market in the second quarter of the year and Chinese brands scored rapid growth.
According to IDC, Samsung sold 53.9 million devices in the second quarter. The company occupied an 18.9% market share internationally. The company has slightly improved its sales share up from 53.5 million units in the same period last year.
The data suggests that Apple ranked second in terms of global volume sales. The iPhone maker shipped 45.2 million devices in Q2, 2024. It captured a market share of 15.8%, a modest increase from 44.5 million shipments in the second quarter of last year.
Third comes Xiaomi. The Chinese brand saw massive growth in sales year over year. It had sold 42.3 million smartphones in the second quarter alone. It’s a big jump from 33.2 million units shipped in Q2 2023, becoming a potential threat to Apple and Samsung.
Apart from this, Vivo also recorded significant growth in the global market. The company’s year-over-year growth in Q2 was 21.9%, with sales listing 25.9 million units with a market share of 9.1%. The growth percentage shows that aggressive marketing and boasting competitive specs into devices is paying off.
Samsung, Apple’s game isn’t over…
Last week, Samsung launched its new foldable phones, releasing on July 24, 2024. Apple, on the other hand, is expected to launch new flagship iPhones in September. It means, Samsung will enjoy the third quarter as well. The fourth quarter might be of Apple as iPhone sales would sharply grow in the global market given the new lineup release.
Samsung is now preparing to unveil new FE products later this year, followed by the S25 series in early next year. Chinese brands are expected to debut their latest flagships in the last quarter of this year, while Google Pixel phones are also coming in August.
Samsung today announced provisional sales and profit results for the second quarter. Samsung formally announced the provisional/predicted sales and operating profit, suggesting a massive profit boom in Q2, 2024 given the AI memory semiconductor rise.
In Q2, 2024, Samsung sales provisionally increased by 2.89% and operating profit by 57.34% compared to the previous quarter thanks to AI boom. Besides, the sales climbed by 23.31% and operating profit by 1,452.24% compared to the same period last year.
The company expects sales of 74 trillion won and operating profit of 10.4 trillion won on a consolidated basis. While these results are not final, there won’t be much change in the final result when it comes out. Samsung had a pretty profitable period in the second quarter.
Samsung in Q2
- Consolidated Sales: Approximately 74 trillion Korean won
- Consolidated Operating Profit: Approximately 10.4 trillion Korean won
The Korean tech giant is currently facing yield issues in its second-generation 3nm process. The flagship Exynos processor is unlikely to be commercialized this year. It would lead the Mobile business to face additional burdens due to rising prices of Snapdragon chipsets.
Meanwhile, Samsung is focussing on HBM (high bandwidth memory) semiconductors. HBM is a key player in artificial intelligence servers and data centers. The booming AI market will directly benefit Samsung’s semiconductor business.
Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.
Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.
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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.
Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.
// Source