this post was submitted on 16 Dec 2023
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This is the best summary I could come up with:
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.
Huawei, for instance, has been a significant driver of this trend, which in turn has helped strengthen the Chinese display supply chain.
Having both the industry leaders using OLED for their tablets would likely convince other brands to follow suit, further stimulating supply chain investments for the technology.
The rising penetration of OLED in the smartphone, tablet and personal computer markets will "inevitably" add pressure on the traditional LCD display suppliers, the analyst said.
"It is unavoidable that we will see more LCD display makers downsizing their capacity of the screen with the use of OLED is growing in the market," Fan said.
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