2024 OLED and MiniLED tablet panel volumes are expected to rise 71% year-over-year in 2024 to over 11 million, but down 15% vs. last quarter on lower-than-expected demand for the OLED iPad Pro, according to a DSCC report.
Apple’s 2024 tablet share is expected to reach 51% in 2024, up from 38% in 2023, but below previous expectations of 56%, according to the research group. However, the tech giant is expected to drive future OLED tablet market growth as it introduces an OLED iPad mini in 2026 and two new iPad Air models and a foldable model in 2027.
From the DSCC report: Apple is expected to remain the market leader in 2024 Advanced Tablets with a 51% share in 2024 on over 100% growth. Samsung is expected to remain #2 with a 20% share, down from 29%, on over 20% growth. Huawei is expected to remain #3 with its share falling from 26% to 15%. No other brand is expected to account for more than a 4% share. Apple has led the Advanced Tablet market from Q3’23 to Q3’24 but is expected to be overtaken by Samsung in Q4’24. With Samsung expected to lead in Q4’24 on the ramp of the S10+ and Ultra, MediaTek is expected to lead the advanced tablet processor market.
In Q3’24, the 11.1” OLED iPad Pro led the market in panel procurement with a 30% share followed by the 13” OLED iPad Pro with a 17% share. No other model had more than an 8% share. In Q4’24, the Samsung S10 Ultra is expected to lead with a 17% share closely followed by the S10+ and 11.1” OLED iPad Pro each with a 15% share and the Honor Magic Pad2 with a 12% share.
For all of 2024, the 11.1” iPad Pro will lead with a 26% share with the 13” OLED iPad Pro #2 with a 24% share. The Huawei Mate Pad Pro 11 is expected to edge the Tab S9 for #3.
