OLED版 iPad Pro再遭延期 供應商三星的良品率低於預期

蘋果公司在去年未對iPad產品線進行任何升級，今年看來也將繼續按部就班推進。由於OLED顯示屏生產涉及複雜的工藝流程，OLED版iPad Pro又一次遭遇延期。該設備原本推測會於去年11月與M3款MacBook Pro一同亮相，但蘋果選擇將其延至今年，可能緣於某些技術難題。近期，知名分析師馬克·古爾曼指出，由於生產環節出現問題，原定3月至4月的發佈窗口已被取消。

據韓國最新消息，新款iPad Pro推遲發佈的原因在於備受矚目的OLED顯示屏。這款iPad Pro的最大賣點似乎也正是導致其上市延期的癥結所在。蘋果對於達到自身標準和品質要求極爲嚴苛，一旦有任何不符合預期之處，都可能導致供應鏈出現動盪。

蘋果與三星、LG合作，分別負責生產11英寸和13英寸的新型OLED面板，但目前看來三星在滿足蘋果需求方面顯得有些乏力。新型面板技術和不穩定的生產流程引發了問題，導致實際良率低於預期。韓國新聞網站Han****i披露了供應商報告的OLED面板良率不佳的詳細情況，LG則在這種局面中獲益。

三星生產的11英寸面板良率低於預期，未能達到蘋果爲較小尺寸OLED iPad Pro所下的訂單量。因此，蘋果決定將部分11英寸OLED面板訂單從三星轉交給LG Display，據悉LG將於下月生產數十萬片。LG預計總共將爲11英寸和13英寸iPad Pro提供近60%的OLED面板供應。

LG已順利通過蘋果的各項質量和標準要求，從而得以接手三星的部分業務。三星顯示器將如何應對這一變動，以及是否採取措施提升生產和良率水平，目前尚不得而知。

蘋果計劃在5月初發布OLED版iPad Pro，較早前傳言的時間點晚了一個月。此外，5月的發佈距離蘋果舉辦WWDC 2024大會還有一個月的時間，在該大會上，蘋果將發佈iOS 18、iPadOS 18、watchOS 11、macOS 15以及其各產品線的其他更新。

來源：WCCF Tech

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Apple did not announce any iPad upgrades last year, and it seems the company will take its time this year as well. The OLED iPad Pro has been delayed once again due to complex production techniques involved in manufacturing the display. The device was originally speculated to launch in November of last year alongside the M3 MacBook Pro models, but Apple decided to wait until this year, potentially due to some technical challenges. Now, prominent analyst Mark Gurman claims that the March to April launch time frame has been ruled out due to issues in the production department. According to the latest news originating from Korea, the delayed launch of the revamped iPad Pro is the highly-anticipated OLED display. It appears that the most compelling aspect of the iPad Pro is the reason for its delayed launch. Apple is very strict when it comes to meeting its standards and quality, and anything less than its expectations causes disruptions in the supply. Apple partnered with Samsung and LG to produce the new 11-inch and 13-inch OLED panels, respectively, but it appears that the prior is struggling to keep up with Apple's requirements. The new panel technology and the unstable production method involved are causing a stir, which is leading to lower yields than anticipated. The Korean news publication website Han****i shared the details of the suppliers reporting poor OLED yields, with LG benefiting from the chaos. Samsung has faced a lower-than-expected yield of the 11-inch panel, which is less than the quantity Apple has ordered for the smaller OLED iPad Pro. This led Apple to transfer some of the 11-inch OLED orders from Samsung to LG Display, and it is reported that the supplier will produce hundreds of thousands of units by next month. LG is now speculated to supply almost 60 percent of the total OLED panels for the 11-inch and 13-inch iPad Pro models combined. LG has also passed Apple's quality standards and requirements, which allowed it to take a portion of Samsung's business. However, it remains to be seen how Samsung Display will respond to the change and if it is taking any measures to improve the production capacity and yield. The supplier appears to be struggling with complex production techniques, which is why the yields for the OLED panels have suffered. The reason for the delayed launch of the redesigned iPad Pro is the highly anticipated OLED panel, which will have an unrivaled display quality, according to previous reports. Apple will launch the OLED iPad Pro models in early May, which is a month later than the rumored time frame. Additionally, the May launch is also a month away from the company's WWDC 2024 event, where it will see fit to announce iOS 18, iPadOS 18, watchOS 11, macOS 15, and additional updates for its products.