Samsung is in the middle of procuring the necessary equipment that will allow the display manufacturer to set up production lines for its eight-generation OLED panels. One would assume that the Korean giant is making all of this investment exclusively for Apple and its future MacBook Pro family, which will eventually transition to OLED technology. However, that is not the case, as a new report claims that the company is also attempting to become a supplier for other notebook makers.
Samsung’s OLED production is set to become operational by the second half of 2025; will cater to orders from Apple, HP, Dell, and possibly more
To help set up its OLED production line, Samsung will accept the delivery of new evaporator equipment from Japan’s Canon Toki in March of this year. The Elec reports that the factory will be operational by the second half of 2025, but the first batch will not be for Apple and its upgraded MacBook Pro models. Instead, Samsung could be supplying these panels to HP and Dell, which means that these companies would be competing with the California-based giant by bringing in higher-quality panels to their products much earlier.
According to various estimations, Apple is not expected to switch to OLED technology for the MacBook Pro for at least a few years, with a previous report claiming that the firm’s supply chain partners have yet to build dedicated production lines for such an undertaking. At the earliest, the first OLED MacBook Pro could arrive by 2026 or 2027, resulting in a massive production timeline gap for Samsung’s factory.
During this time, the manufacturer could take orders from various other notebook makers, such as the ones mentioned above, and add more customers to its portfolio to keep the ball running and recoup the billions it invested. Alternatively, BOE reportedly invested in an eight-generation OLED production facility last year, but it is unconfirmed if it will be supplying to Apple and its future MacBook Pro models.
Assuming that a partnership with Samsung cannot materialize for these panels, Apple can always rely on LG to take further responsibility, which will only benefit the Korean display maker.
News Source: The Elec
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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