Omdia, a famend market analysis company and consulting agency, has forecasted a groundbreaking growth for Apple. This units the stage for a major shift within the panorama of cell gadgets. Omdia just lately held a press convention in Seoul, South Korea. Senior researcher Kang Min-soo talked about Apple’s OLED panel growth plan and details about folding screens on the occasion. Notable predictions are that the primary foldable iPhone will arrive in 2026 whereas an OLED iPad Air will launch in 2028.
A 7-8-inch foldable iPhone to launch in 2026
Since final yr, there have been a number of rumours, speculations and even patents about Apple’s foldable iPhone. Foldable telephones had been popularized by Samsung and Huawei again in 2019. Since then, these manufacturers in addition to others have launched a number of foldable telephones. Nonetheless, we’re but to see the primary foldable iPhone. As regards to the launch of the primary foldable iPhone, Omdia mentioned
We predict that Apple will launch a 7-8-inch foldable iPhone in 2026, the iPhone SE4 launched in 2025 will use low-temperature polysilicon (LTPS) TFT OLED, and your entire iPhone 17 collection launched within the second half of subsequent yr will likely be outfitted with LTPO TFT…(Foldable merchandise of 7-8 inches) have more room in design (than small foldable merchandise of round 6 inches), and Apple can study from the foldable cellphone gameplay that many opponents have already accomplished.
At the moment, the one 7-8-inch product bought by Apple is the iPad Mini, which nonetheless makes use of LCD. That is an space the place a 7-8-inch foldable may differentiate itself from the iPad Mini.
Apple will launch OLED iPad Air in 2028
When speaking concerning the OLED iPad Air, Kang forecasted that Apple has critical plans for this product. He mentioned
Apple’s iPad Professional plans to modify to an OLED panel this yr, and we estimate that the iPad Air will even use OLED in 2028. Amongst them, the iPad Air will use a single-layer stacked OLED, and the iPad Professional will use a double-layer collection OLED. The backplane (TFT) know-how of each iPad Air and iPad Professional will use low-temperature polycrystalline oxide (LTPO), and energy consumption will likely be an vital issue for future OLEDs.
OLED pocket book
On OLED notebooks, Kang believes that their demand will proceed to extend. For that reason, many manufacturers will make OLED notebooks and the competitors will likely be excessive. He mentioned
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OLED demand for laptops is anticipated to develop because of the emergence of synthetic intelligence or new high-end laptops. Within the laptop computer market, in contrast to tablets, many manufacturers compete with one another. We anticipate extra firms to undertake OLED for differentiation.
Inflexible OLEDs use a glass substrate and glass encapsulation, whereas single-stack OLEDs use a single light-emitting layer. Hybrid OLED (glass substrate + movie cladding) and dual-layer tandem OLED (two light-emitting layers) (utilized in Apple’s OLED iPad) are superior to current inflexible OLEDs when it comes to thickness, lifespan, and brightness (brightness). Which means that PC manufacturers will probably use inflexible OLED as a comparatively low-end product. Omdia predicts that world pocket book OLED shipments will exceed 5 million models in 2024. Nonetheless, this determine will enhance 10 instances to over 58 million models by 2030. Omdia’s year-by-year forecasts for pocket book shipments are as follows
- 3.3 million models in 2023
- 5.1 million models in 2024
- 7 million models in 2025
- 18.5 million models in 2026
- 29.4 million models in 2027
- 42.7 million models in 2028
- 49.2 million models in 2029
- 58.1 million models in 2030.
Apple OLED iPad Professional to launch this yr
In accordance with Omdia, the corporate will unveil an OLED iPad Professional this yr to advertise the event of OLED tablets. As regards to this, Kang Min-soo mentioned:
The pill market is nearly monopolized by Apple, and even when (different firms) use hybrid OLED (glass substrate + movie), not many manufacturers can surpass Apple’s dominance. There aren’t many manufacturers actively adopting OLED (within the pill market), so world demand for pill OLED is anticipated to be fairly low.
From estimates, Samsung Show and LG Show will ship round 9 million iPad OLED models this yr. Apple can fine-tune shipments after seeing the market response after launching the OLED iPad Professional from April to June. LG Show is producing 13-inch merchandise, and Samsung Show is producing 11-inch merchandise. Kang Min-soo estimates that world pill OLED shipments will exceed 10 million models in 2024. He claims that by 2028, this determine will hit 30 million models. Nonetheless, it should stay at simply over 30 million models by 2030. Omdia’s year-by-year forecasts for pill shipments are as follows
- 3.5 million models in 2023
- 10.3 million models in 2024
- 16.7 million models in 2025
- 22.3 million models in 2026
- 27.3 million models in 2027
- 29.6 million models in 2028
- 31.1 million models in 2029
- 32.1 million models in 2030