Apple Plans OLED Displays for MacBooks, Evaluates Foldable iPads: Report

Apple will expand its use of advanced OLED screens to iPads and MacBooks and is considering eventually introducing foldable tablets, a move set to further shake up the $150 billion display industry as it shifts away from traditional LCD screens, Asian news outlet Nikkei reported Friday. From the report: OLED, or organic light-emitting diode, displays are already used in most premium smartphones, including iPhones. Apple plans to deploy the tech in its high-end iPads next year, multiple tech industry executives told Nikkei Asia. An OLED MacBook model is also under development for production in the second half of 2025 at the earliest, the people said. The growing penetration of OLED is a significant win for Samsung Display and LG Display of South Korea and China's BOE Technology Holding, which have all bet heavily on this expensive display technology.

On the flip side, it could be a blow to display makers that do not have much presence in this segment, including JDI and Sharp of Japan, and AUO and Innolux of Taiwan. Apple has also started evaluating the possibility of making foldable iPads after it deploys the flexible OLED screens on the tablet, but it does not have a concrete timeline for doing so, according to two sources familiar with the matter. The iPhone maker is not the first company to adopt OLED displays for tablets. Huawei, for instance, has been a significant driver of this trend, which in turn has helped strengthen the Chinese display supply chain.

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