Samsung has reportedly started to develop a new OLED panel for future iPad models. All Apple’s iPhones use a single-stack structure, and Apple’s rationale for requiring two-stack panels is that iPads tend to be used for longer. The expectation is that these more advanced panels will also eventually make their way into MacBooks and iMacs. Apple currently only uses OLED displays for the iphone and the Apple Watch, but Macs and iPads are limited to LCD and mini-LED.
Apple and Samsung were reportedly working together to create a 10.86-inch OLED panel in 2021, but work on the display was halted in the third quarter because the project was said to be too expensive for Samsung, and Samsung was not able to manufacture enough of the panels at the right price. Samsung also was reportedly not able to manufacture enough display units at the right price. But Samsung is back to production this year if you believe the report.
The two-stack tandem structure is called the “T Series” internally, wherein “T” stands for Tandem. Samsung’s display wing called Samsung Display is reportedly aiming to develop the T1 material for customer evaluation first and then could begin commercial production in 2023. After it has ensured the manufacturing equipment is in place, Samsung will reportedly move on to manufacture the successor called T2, the commercial production of which is expected to begin in 2024.
With this timeline in mind, it will be the T2 material that Apple is likely to use for its iPads and Macs in 2024, per the report. But while Samsung will supply Apple with its new OLED panels, it will use them first on its own Galaxy Tab and Galaxy Book models just so it can stay ahead in the competition.