Apple(US:AAPL) Ju Chao Zi Xun·2025-06-14 01:59Core Insights - Samsung Display's A6 factory in Asan, South Korea, will begin trial operations of its 8.6-generation OLED production line by the end of this year, with full-scale production expected by Q2 2025, aligning with Apple's anticipated release of OLED MacBook Pro and iPad products in the second half of 2025 [1] - Since the introduction of OLED screens in the iPhone X in 2017, Apple has progressively expanded the use of OLED technology across its product range, including the Apple Watch and iPad Pro, with plans to incorporate OLED into MacBook Pro by 2025 [1] - The new 8.6-generation OLED production line features a significantly larger glass substrate size of 2290mm x 2620mm compared to the existing 6th generation line, enhancing the efficiency of large panel production, particularly for IT products [1] Industry Dynamics - The competition for the 8.6-generation OLED market has intensified, with Samsung Display poised to be the first to achieve mass production, while Chinese manufacturers like BOE and Visionox are also ramping up their production capabilities [2] - BOE has accelerated its timeline for its 8.6-generation IT OLED production line, now aiming for mass production by October 2025, four months ahead of schedule [2] - Market research firm DSCC forecasts that the demand for hybrid OLED panels in tablets and laptops will reach 18.9 million units by 2025, a growth of over 56% compared to 8.1 million units in 2023 and 12.1 million units in 2024, driven by Apple's strong market entry and the expansion of supply chain capacities [2]