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iPad Air OLED Panel Orders Could Be Split With BOE in 2027
['Hartley Charlton', 'Tim Hardwick', 'Joe Rossignol']
MacRumors: Mac News and Rumors - All Stories
BOE wants a share of the OLED supply chain for Apple's next iPad Air, aiming to land a secondary sourcing role behind primary supplier Samsung Display, according to a report from South Korea's The Elec.
Sources cited by The Elec say the Chinese panel maker is building out its iPad Air OLED effort at its B12 fab in Chongqing, home to BOE's sixth-generation OLED production line, ahead of the launch of a redesigned iPad Air that isn't expected to launch until the first half of 2027.
Should BOE fall short of that bar, Samsung Display will end up carrying the entire initial production run by itself.
Becoming a supplier for the OLED iPad Air would be a meaningful expansion for BOE, which has experience providing OLED panels for the iPhone, but has struggled to break into larger OLED products.
That keeps it below the iPad Pro's tandem stack OLED panel on cost, while still moving the iPad Air away from an LCD.