A process to achieve thinner iPads and lower production costs
This new process would have a double effect kiss kool. It would combine both rigid and flexible components which would allowto obtain thinner devices (than if they only used the latter) but also to reduce production costs. Indeed, there would be a substantial saving because it does not require a layer intended for backlighting.
According to The Electricthe firm would be reluctant to rely solely on flexible panels – like those used for the iPhone – because they tend to deform (jellyfish) and decrease the quality of the display with larger screens.
A new supplier in the chain!
This rumor is not new and reappears just when there is talk of a new partner for Apple in its supply chain, Taiwan SMT. The latter could in particular be in charge of all or part of certain components of the 12.9-inch iPad Pro and the new MacBook Pro (mini-LED). Apparently, Cupertino would have contributed financially in order to increase the production capacity of TSMT.
Currently, the only devices from Apple that use mini-LEDs are the 14-inch and 16-inch MacBook Pro and the 12.9-inch iPad Pro. All three devices may well be refreshed with M2 chips by the end of October.
Samsung Display as OLED supplier for the next iPads
Separately, Samsung Display has reportedly started developing more advanced OLED panels, dubbed T-series in a two-phase process. The South Korean firm would start with the T1s, to get a first evaluation with commercial production in 2023. It would really launch the T2s in 2024, from which point they would probably be used for iPads and even some Macs.
Lately, the relationship between the two firms was somewhat tense, Cupertino would have indeed canceled an ongoing project, which related to the OLED screen of the next iPad Air of 2022 (or even 2023). This partnership would have been stopped in September 2021, for design problems but also profitability and production.
In effect, the Californian firm would like to use a hybrid structure (another) for its first iPad equipped with this technology, which would superimpose two layers of OLED (red, green and blue) instead of just one. The latter would double the brightness levels and extend the life of the panel up to four times.