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
267
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
- Apple reportedly plans to invest nearly $10 million in Indonesia, seeking to lift the ban on iPhone 16 sales
- Elon Musk responds to Tesla's decision to make phones: they can make them, but they won't unless Apple and Google do something wrong
- Apple reportedly explores entering the smart glasses market through Atlas internal evaluation project
- NVIDIA overtakes Apple to become the world's largest company by market value
- Apple Vision Pro 2 is expected to debut in 2025: equipped with M5 chip, the appearance remains basically unchanged
- Apple sued for sound issues with the first generation AirPods Pro
- Apple reportedly will allocate $100 million to lift the iPhone sales ban in Indonesia
- Apple's self-developed 5G baseband makes its debut for iPhone SE4, expected to be unveiled in March next year
- Apple Pro Display XDR 2 may adopt the same quantum dot display technology as MacBook Pro
- Can Apple's $100 million investment still lift the iPhone 16 ban? Indonesia seems to want more
-
11月21日、2024世界インターネット大会烏鎮サミットで、創業者、CEOの周源氏が大会デジタル教育フォーラムとインターネット企業家フォーラムでそれぞれ講演、発言したことを知っている。周源氏によると、デジタル教 ...
- 不正经的工程师
- 昨天 16:36
- 支持
- 反对
- 回复
- 收藏
-
スターバックスが中国事業の株式売却の可能性を検討していることが明らかになった。 11月21日、外国メディアによると、スターバックスは中国事業の株式売却を検討している。関係者によると、スターバックスは中国事 ...
- 献世八宝掌
- 前天 16:29
- 支持
- 反对
- 回复
- 收藏
-
【意法半導体CEO:中国市場は非常に重要で華虹と協力を展開】北京時間11月21日、意法半導体(STM.N)は投資家活動の現場で、同社が中国ウェハー代工場の華虹公司(688347.SH)と協力していると発表した。伊仏半導体 ...
- 黄俊琼
- 前天 14:29
- 支持
- 反对
- 回复
- 收藏
-
【ナスダック中国金龍指数は1%下落した。人気の中概株の多くは下落した】現地時間11月21日、ナスダック中国金龍指数は1%下落し、人気の中概株の多くは下落し、必死に10%超下落し、愛奇芸は7%超下落し、百度は6%近く ...
- 比尔992
- 昨天 11:57
- 支持
- 反对
- 回复
- 收藏