Samsung preps to begin production of millions of Apple iPad OLED

Earlier this year, Samsung announced that it would start spending 4.1 trillion won to secure production lines for Gen 8 OLED panels. The company is expected to start production of Gen 8 OLED panels aimed at IT devices (Apple iPad) in the first half of 2026.

UBI Research (via TheElec) noted that LG Display and BOE are also expected to invest in Gen 8 OLED once they secure funding and customers. Visionox was also in talks with equipment makers to start investing in Gen 8 OLED panels, the analyst firm noted.

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Analysts added that demand for Gen 8 OLED panels for set makers will increase in the future, allowing them to become the new profit generators for display makers. Besides, 7.9 million units of iPad OLED panels for Apple are expected to be shipped this year, but this will jump to 18.8 million units next year.

This is because Apple, Samsung Display’s largest customer for OLED panels, is expected to launch its first OLED iPad in 2024. Both Korean display manufacturers are expected to use their existing Gen 6 OLED production lines to provide the first batch of panels to be used in OLED iPads.