2023-05-02 13:35:00
Apple will release the iPad Pro equipped with an organic EL (OLED) display in 2024, and the liquid crystal display (including the liquid crystal display with mini LED backlight) installed in the iPad series and MacBook seriesOLED displayis expected to switch to
We expect to supply OLED displays for these products.Samsung Displays and LG DisplaysNikkei Asia reported that the two companies have suffered billions of dollars in losses due to the huge initial investment required.
If high manufacturing costs are passed on to wholesale prices, there is concern that sales prices will rise.
Does high manufacturing cost affect selling price?
According to Nikke Asia,Samsung Displays and LG Displaysis competing with a Chinese supplier for orders for OLED displays for the iPad and MacBook series.
The two companies are making huge initial investments to set up OLED display production lines for those products in order to beat Chinese suppliers and win orders from Apple, the media said.
In the case of Samsung Display, the investment amount will reach 3.05 billion dollars (about 411.8 billion yen), so it seems unlikely that manufacturing costs will rise.
OLED displayIt is predicted that the selling price of the iPad Pro (2024 model) equipped with will be about 300,000 yen or more, and there are concerns that it will be so due to the high manufacturing cost.
Expansion of production scale to compete with China’s BOE and CSOT?
As Chinese suppliers competing with Samsung Display and LG Display, BOE and CSOT are ramping up production of OLED displays for tablets and laptops, aiming to win orders from Apple, DigiTimes reported in January 2022. rice field.
BOE already supplies OLED displays for the iPhone, and there are rumors that it is aiming to increase orders by offering lower wholesale prices than other companies, so Samsung Display and LG Display have no choice but to counter this move. Not likely.
Source:Nikkei Asia via iMore
Photo:Apple Hub/Facebook
(FT729)
1683038150
#Huge #investment #required #OLED #manufacturing #iPad #MacBook #inevitable #raise #selling #price #iPhone #Mania