Lowest Quarter Recorded for Tablet Panel Shipments in a Year: DSCC

Q2 shipments of OLED and miniLED panels for tablets declined 23% quarter on quarter to 1.9 million units, but rose 10% year over year, reported Display Supply Chain Consultants Monday. It was the lowest quarter for shipments since 2021's Q2, as the iPad Pro “is getting long in the tooth, ready for a refresh in Q4,” it said. DSCC is forecast a rebound in Q3, when shipments are expected to rise 14% quarter on quarter and 12% year over year to 2.1M units, helped by the launch of the under-$500 OLED Huawei Mate Pad Pro 11-inch tablet and the ramp of a new 12.9-inch Apple iPad Pro expected to launch in October.