The most credible and prolific display industry analyst, Ross Young from Display Supply Chain fame, has issued a report detailing Apple’s plans for a foldable iPhone or an iPad based on the research shop’s supply chain probes.
The first foldable iPhone or iPad tablet (Ross Young isn’t sure exactly what it will be called) is slated for a release as early as 2023, as Apple was able to solve “key technology issues,” reports Mr. Young, but could also see the light of day for mass production in the year after.
Here are the Display Supply Chain predictions for the mobile screen-related movers and shakers of 2022:
- Better Under Panel Cameras, Under Panel IR Sensors to Eliminate Notches: Many rumors that the iPhone 14 Pro and Pro Max won’t have a notch but will have punch hole cameras with either touch ID or an under panel IR sensor. This would be a popular move. Also hearing about higher resolution UPCs coming soon.
- Apple AR Headset Introduction: Lots of rumors about this, but volume estimates look low for next year, so price must be high.
- Rollable/Slidable Smartphone/Tablet: Expecting more developments and technical progress with product launches in early 2023.
- Multi-fold Tablet/Smartphone Timing: Expecting more developments and technical progress with product launches in early 2024.
- Apple Foldable and OLED iPad and MacBook Timing: Not expected until 2023 at the earliest, 2024 more likely.
- Samsung-UDC Agreement Extension/Blue OLED Introduction: LTPO from More Suppliers.
- More Consolidation in China – BOE and HKC, BOE and Visionox.
- MicroLED Progress.
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