Apple iPad Pro 2024 will upgrade to OLED screen! List of Beneficial Listed Companies
胡胡胡美丽_ss
发表于 2023-10-15 20:53:11
243
0
0
Apple plans to make significant updates to its iPad Pro next year, including a new Miaoyong keyboard, the use of a new M3 chip, and a brighter and clearer display screen. According to analysis, the upgrade of iPad Pro will be Apple's first major update to the iPad since 2018.
It is understood that Apple is currently using Mini LED backlit LCD panels on its iPad Pro model, and switching to OLED may mean better contrast on the new tablet, which is also more energy-efficient. The new iPad Pro may even surpass the Samsung Galaxy Tab S9 Ultra and have a more energy-efficient display screen. Omdia, a market research firm, mentioned in a report that Apple aims to produce 10 million OLED versions of the iPad Pro by 2024.
Looking ahead, Apple will also use OLED on the iPad mini and iPad Air product lines, and at that time, Apple will end the application of LCD on the iPad product line. For this reason, Apple hopes to have more OLED panel suppliers to supply iPads. According to Omdia's prediction, the shipment volume of OLED tablets will increase from 3.9 million units in 2022 to 26.8 million units in 2028.
According to the research report of Zhongtai Securities, OLED is a new star in the trillion dollar panel market, and has become the third generation display technology with advantages such as self illumination, lightweight, bendable, and low power consumption. OLED display technology has been commercialized for less than 20 years, and its penetration rate is still rapidly increasing.
In the secondary market, as of Friday's close, Vicino, which focuses on OLED display products for high-end models from top customers, has recorded a limit up; Looking at the long term, TPV Technology, which owns multiple OLED displays, has achieved four limit up in the past six trading days.
From the perspective of shipment volume, according to the latest research by TrendForce Jibang Consulting, the estimated shipment volume of OLED displays this year is 508000 units, with an annual growth rate of 323%. It is expected to further promote the shipment of over one million OLED displays in 2024. From the perspective of revenue scale, Huatai Securities Zhuang Tingzhou Research Report pointed out that according to Omdia, the global OLED panel market size was about 43.3 billion US dollars in 22 years, and it is expected to reach 57.7 billion US dollars in 27 years, with a CAGR of about 5.9%.
According to research reports by Ren Lang and others from Kaiyuan Securities, the upstream of the OLED industry chain includes material manufacturing, equipment manufacturing, and assembly parts, while the midstream mainly focuses on panel manufacturing. The downstream includes various terminal applications, including smartphones, smart TVs, VR/AR, wearable electronic devices (such as smartwatches), computers, tablets, car displays, lighting, etc.
In terms of competitive landscape, Dongwu Securities, Ma Tianyi and others reported on April 18th that in 2022, Samsung and BOE's OLED production capacity were among the top in China, with market share of 36% and 21%, respectively. LG, Vicino, and Huaxing Optoelectronics followed closely, with market share of 8%, 7%, and 5%, respectively.
According to incomplete statistics from Cailian News Agency, listed companies with layout in the OLED field include TPV Technology, Vicino, BOE A, Tongxingda, Yitian Co., Ltd., Ruilian New Materials, Feikai Materials, and TCL Technology.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Face to face! Huawei and Apple's new products will be released on the same day: Three fold screen phones are running out of stock in seconds, and Apple has long queues on site
- Apple's market value evaporated by nearly $100 billion overnight, analysts say iPhone 16 series first sales fell short of expectations
- The first batch of Apple 16 ProMax is not available in seconds! The trend of idle fish transfer is rising, and sellers are raising prices by 400-1000 yuan
- The Apple official website was hacked! IPhone 16 Partial Models' Secondless'
- How far is the large-scale landing of Apple AI on the AI side after its debut?
- Zhou Hongyi: I'm not planning to buy an iPhone 16 anymore. Huawei Mate XT has surpassed Apple in innovation!
- Apple Patent Explores the Future of Apple Pencil: Acting as an iPad TV Antenna
- Apple tax angers the public
- Why do so many people believe the rumor that "Apple phones will explode"?
- Will Apple launch a 3000 yuan smartphone next year? There are two major changes
-
AIエクスプレスによると、10月3日、米株の人気の中概株盤の前が低くなり、ピッピッピッと5%近く下落し、相多、名創優品、小鵬自動車は3%超下落し、百度、蔚来自動車、京東は2%超下落した。 ...
- SOGO
- 前天 17:06
- 支持
- 反对
- 回复
- 收藏
-
ナスダック中国の金龍指数は5%超上昇し、楽しい自動車は120%超上昇し、金山雲は18%超上昇し、ピシャリと12%超上昇し、子牛の電動、怪獣の充電は10%超上昇し、愛奇芸は8%超上昇し、テンセント音楽、新東方は7%超上昇 ...
- hecgdge4
- 前天 10:28
- 支持
- 反对
- 回复
- 收藏
-
10月1日、理想自動車が9月に納入したデータによると、9月に理想自動車が新車53709台を納入し、前年同月比48.9%増となった。 今年第3四半期、理想自動車は前年同期比45.4%増の152831台を納入した。今年9月30日現在、 ...
- 就放荡不羁就h
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
EUが中国の電気自動車に関税を課す方針、独首相と財務相が反発 ドイツ連邦のショルツ首相は現地時間の10月2日、EUが中国の電気自動車に一時的な補助金税を課す紛争を解決するために中国と交渉することを表明した。 ...
- 寒郁轩良
- 昨天 10:13
- 支持
- 反对
- 回复
- 收藏