Samsung developing two-stack tandem used new OLED panel structure for the 2025 iPads and Macs. This indicates a possible competition between Samsung and LG to grab Apple’s display orders.
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According to a recent report, LGs supplier Sunic System’s at Paju evaluated the performance of 8.5 OLED, half-cut, and vertical depositions for equipment. Samsung has also provided their equipment and material to the Paju facility for evaluation.
Samsung has already begun its own evaluation for Gen 8.5 OLED deposition earlier and is working in collaboration with Japan’s Ulvac to test the Gen 8.5 full cut and verticle deposition equipment.
Samsung is also opting for a full-cut deposition where the substrate that finished the thin-film transistor is not half-cut, but on the other hand, LG could opt for the half-cut 6 gen OLED panels.
The South Korean display panel maker is planning to use its 6th generation OLEDs for the two OLED sporting iPads (12.9-inch and 11-inch) that are expected to launch earlier than the 2025 OLED MacBook.
A full-cut deposition could reduce the production time as one process in between has already been removed. It is pretty sure that Samsung will commercialize Gen 8.5 OLED panels as it has Samsung as its first customer besides Apple. 
