The iPad Pro 12.9-inch uses mini-LED technology, while the MacBook Pro 14/16-inch version uses Liquid Retina XDR’s mini-LED technology and still does not use OLED, but the first OLED MacBook will be launched in 2024.
Samsung Display (SDC) plans to significantly increase OLED panel shipments for notebook computers in 2023, with the goal of growing 70% YoY in 2023 to 6- 7 million units. China Optoelectronics is the main beneficiary of the significant growth in shipments because it is SDC's exclusive supplier of glass cutting, polarizer lamination and IC wire bonding.
Compared with Mini-LED, notebook computers using OLED have the advantages of thinness and multiple designs (such as folding). Therefore, Apple will also adopt OLED as soon as the end of 2024. OLED MacBook will be launched. The growth rate of OLED notebook computers is expected to maintain rapid growth.
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