Apple delays release of OLED MacBook Pro to 2027

Reports have long suggested that the much-discussed mini-LED screen is not Apple’s primary focus in recent years. Instead, the upcoming product line will transition to OLED technology, with the long-term plan being a comprehensive introduction of micro LED technology. By 2024, Apple may opt to equip its iPad Pro models with larger OLED screens for the first time, employing Hybrid OLED technology. This technology amalgamates rigid OLED panels and flexible OLED panel technologies. Both Samsung and LG are striving towards this objective.

Apple’s integration of OLED technology is not limited to the iPad Pro models; it will also be incorporated into the MacBook product line. Rumors abound about the development of MacBook Air and MacBook Pro models equipped with OLED screens. According to a report by The Elec, Apple initially planned to launch an OLED version of the MacBook Pro in 2026, but this release has now been postponed to 2027.

This delay may be related to the recent decline in sales of the MacBook product line. From October of last year to March of this year, MacBook sales fell by 30% year on year. Apple estimates a 21% reduction in MacBook products this year, with a 19% decrease in panel procurement. Specifically, the higher-end MacBook Pro models have been experiencing sluggish demand, with panel procurement plummeting by 51% from last year to this year. Conversely, panel procurement for MacBook Air models is expected to increase by 19%.

While OLED offers advantages in response speed and contrast, its manufacturing cost is higher. Therefore, it is logical to first introduce it in MacBook Pro models. The question for Apple is whether there is sufficient market demand to support a panel transition.

Estimates indicate that, among this year’s MacBook products using LCD screens, LG holds a 60% share, followed by BOE Technology Group with 27%, and Sharp with 12%. LG’s share has increased from 51% last year to 60%, BOE’s from 20% to 27%, while Sharp’s has decreased from 29% last year to 12%.