a report indicates that bringing OLED panels to the 2024 iPad Pro will come at a higher price, as costs for the display will rise.
Apple, LG Display, and Samsung Display are discussing the supply price of OLED panels for iPads scheduled to be released next year at around $270 for the 11-inch model and $350 for the 13-inch model. The supply price of OLED panels for existing IT products in the early 10-inch range is around $100-150.
Apple will pay more for the OLED panel on the new 2024 iPad Pro because it will introduce new processes not found in existing products, such as a two-stack tandem structure, an LTPO thin film transistor, and a hybrid OLED structure. That said, industry analysts believe supply prices are bound to rise because of this new process.
Interestingly enough, one of the reasons why Apple opted for OLED panels for the 2024 iPad Pro was due to prices falling. According to display analyst Ross Young, the Cupertino firm was embracing OLED panels due to display costs falling. The analyst believed not only the performance of OLED panels would improve in the next few years thanks to tandem stacks and phosphorescent blue emitters, but costs would also fall from the larger fab.
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