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Falling Mac Sales Have Apple’s OLED Panel Suppliers Spooked

Apple plans to transition Macs and iPads to OLED displays over the next few years, but a new report out of Korea claims panel suppliers are holding back key investment in next-gen OLED production lines over rising concerns about slumping Mac sales.

Apple will launch its first OLED iPads next year and South Korean panel makers intend to use their existing Gen 6 OLED lines to cover Apple’s 2024 supply needs. But for iPads and MacBooks after that, Samsung Display and LG Display plan to build Gen 8 production lines, which yield more OLED panels per substrate than Gen 6 lines and are more cost effective.

However, according to The Elec, the two panel makers have yet to place orders for key equipment needed to build the Gen 8 production lines, which take at least a year to complete.

Read more at MacRumors.com

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