Samsung Display suffers low yields on double-stack 11.1-inch OLED production due to light leakage
Young’s report points out that even though the 11.1-inch iPad Pro variant is lower-priced and is expected to outsell the more expensive 12.9-inch model, each month from February to May 2024, more 12.9-inch panels were produced than 11.1-inch panels. From February to May, 60% of the total panels produced were of the 12.9-inch variety which doesn’t make sense if the 11.1-inch version is expected to outsell the larger-screened tablet.
While the 11.1-inch iPad Pro should outsell the 12.9-inch model, there have been more shipments of the larger display
Samsung Display got off to a late start after having problems converting single-stack production to double-stack while it also had to deal with the light leakage. As a result, LG Display beat Samsung Display to the punch this year which doesn’t happen often when the pair compete for Apple’s business.
Apple to add a 12.9-inch iPad Air model to counter the pricier 12.9-inch OLED iPad Pro
Besides getting OLED panels for the first time in iPad history, the new iPad Pro (2024) will move the front-facing camera to landscape orientation and these top-of-the-line tablets will be powered by either the M3 or M4 chipset. The M4 has an enhanced NPU which fits right in with Apple’s focus on AI this year. Accessories should include a new Magic Keyboard made with aluminum and it features a new design that will make the iPad Pro look like a laptop when using the QWERTY.
Apple will double your iPad Air pleasure by adding a 12.9-inch model to the traditional 12.9-inch variant. The larger tablet was added to help those who want an iPad with the largest display that Apple sells but would prefer not to pay the extremely high price Apple is expected to charge for the 12.9-inch iPad Pro (2024) with the OLED panel. The iPad Air (2024) will feature LCD displays and should be powered by the M2 or M3 SoC. We should also see Apple unveil a new Apple Pencil featuring a squeeze gesture and enhanced haptic feedback.
The “Let Loose” event at which Apple will introduce the new tablets will be held on May 7th starting at 7 am PT/10 am ET. The introduction of the OLED 12.9-inch iPad Pro (2024) means saying goodbye to the mini-LED 12.9-inch iPad Pro variant. But Young says that he hears that Apple will introduce a new iPad with a 12.9-inch mini-LED display during the fourth quarter of this year. Young says that this tablet could be another iPad Pro, another iPad Air, or a new iPad model.