For the production of its iPads in 2021, Apple purchased 75.5 million LCD panels, of which 25.3 million came from LG Display (LGD) and 24.5 million from Sharp. With 25.7 million devices sold, China’s BOE Technology rose to become Apple’s top supplier of iPad LCD panels, and the South Korean media outlet The Elec predicts that company would continue to hold the top spot through 2022.
Apple is anticipated to purchase 56.0 million LCD panels in 2022, a 25.8% reduction from 2021. Among them, 25 million panels, or 44.6% of the total, are anticipated to come from BOE. With 21 million units shipped (37.5% of the total) and Sharp with 10 million units shipped, LGD and Sharp will follow the Chinese company (17.9 percent ).
The BOE’s panel supply will decrease by 700,000 units in 2022 compared to that of 2021. Supply will decrease from LGD and Sharp by 4.3 million units and 14.5 million units, respectively.
Apple anticipates purchasing 26.8 million LCD panels for MacBooks in 2022, representing a 1.9 percent annual growth rate. In comparison to 2021, LGD is predicted to provide 14.8 million panels, or 55.2% of the total; Sharp will provide 7.5 million panels, or 28.0% of the total; BOE will provide 4.5 million panels, or 16.8% of the total; this increase of 2.1 million panels may be attributable to cheaper bids.
LGD and BOE will each provide 4.2 million and 2.5 million panels, respectively, for the 13.6-inch MacBook Air.
Globally, 261 million notebooks were shipped in 2021, and it is predicted that 2022’s shipments will decline by more than 9 percent year over year, primarily owing to inflation. However, it is anticipated that global MacBook shipments will only decrease by roughly 4% in 2022.