OLED iPad Pro is still expected in March and will be available in April

Final Cut Pro on iPad Pro

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The report claims that the OLED iPad Pro may not arrive until April at the earliest, also confirming earlier rumors that the 12.9- the inch iPad Air is on its way. .

According to rumors, major changes were discussed in the iPad Air and iPad Pro lines: the first will receive a larger 12.9 version, and the second will switch from miniLED to OLED. However, the supply chain report indicates that the actual release of some products to the public may not occur immediately after their availability.

In a note from display supply chain consultants seen by AppleInsider, the production of 11.1-inch OLED panels encountered problems, leading to a change in supplier.

The original plan was for Samsung Display to share production duties for 11.1-inch OLED panels with LG Display, with LG Display also handling 12.9-inch panels. However, the plan appears to have changed with Samsung Display becoming the only supplier for the 11.1-inch panels due to high OLED panel prices.

The high cost is due to a combination of the fact that these were the first tablet OLED panels to use low temperature polycrystalline oxide (LTPO) technology, tandem stacks, and glass thinning. All this reduced yields, increasing production costs.

According to the latest DSCC supply chain study, LG Display will begin shipping 11.1-inch panels in March. As for 12.9-inch panels, Samsung does not seem to provide the volumes required for this size.

As for April, it is estimated that shipments of 12.9-inch displays will increase by 22%, although shipments of 11.1-inch displays were expected to be double that. Analysts believe Apple needs Samsung Display and LG Display to increase production of 11.1-inch panels to meet expected demand.

Due to display production issues, DSCC expects the OLED iPad Pro to still be released in late March or early April. However, due to display supply constraints, consumer deliveries won't actually begin until April.

12.9-inch iPad Air

In addition to the iPad Pro, DSCC also offered an update to iPad Air line. The 12.9-inch iPad Air is expected to be announced as part of the announcement.

DSCC reiterates in a note that deliveries of panels for the model began in December.

The comments follow Monday morning's announcement that the 12.9-inch iPad Air would not go on sale.

DSCC has the industry's best track record of dealing with display-related rumors. There's a good chance the news about iPad Pro and iPad Air shipments is true.