BOE squeezes out LGD to become Apple's largest supplier of iPad panels

Core Tip: Research Omdia released a report yesterday (18) that it is expected that LG Display (LGD) will still dominate the Apple MacBook panel market this year, but BOE is catching up. LGD becomes the main supplier.
Research Omdia released a report yesterday (18) that it is expected that LG Display (LGD) will still dominate the Apple MacBook panel market this year, but BOE is catching up. supplier.

Omdia said that Apple's MacBook panel purchases this year are estimated to reach 26.8 million units, a slight increase from last year. Among them, LGD will account for 55% of the market, Sharp will account for 28%, and BOE will have 17%. The sales of LGD and Sharp have both decreased by 800,000 units compared with last year. , BOE obtained orders for basic models, and shipments increased by 2.1 million units against the trend.

In addition, the 13.6-inch MacBook8 panel expected to be launched this year is provided by LGD and BOE, with the former accounting for about 63% and the latter 37%.

In terms of iPad panels, Omdia pointed out that the purchase volume is expected to be 56 million units, a decrease of nearly 20 million units compared with last year. With the decline in the proportion of Sharp's shipments, the situation of the separation of the three males last year will be greatly changed. It is expected that BOE's market share this year is expected to increase from last year. 34% rose to 45%, surpassing 38% of LGD to become the main supplier, while Sharp fell to 18%.

Apple shipped 25.5 million MacBooks last year, ranking fourth in the global notebook market. Hewlett-Packard (HPQ-US) ranked first last year, followed by Lenovo, Dell, and Omdia estimated that this year due to inflation and other reasons , the global shipments of laptops will decrease by more than 9% compared with last year, while the shipments of Apple's MacBook, which has a larger proportion of high-priced products, will decline by 4%, and the decline will be relatively mild.