Apple Asks LG to Max Out iPad LCD Display Panels to Meet Increased Demand in Asia

In order to cope with surging demand in Asia, Apple has placed an urgent order with LG for LCD iPad panels.

A new report from BusinessKorea explains that Apple has asked LG Display to max out its production of iPad displays in response to increased remote learning and working driving up demand for the tablet.

“Earlier, Apple cut orders for the second quarter in anticipation of a significant contraction in the general consumer (B2C) market due to the spread of the COVID-19 virus,” reads the report. “However, it started to place additional orders as demand for the iPad surged in Asia due to the spread of remote education and telecommuting in Asia, a region that was relatively successful in coping with COVID-19.”

One industry insider noted that LG’s competitors BOE of China and Sharp of Japan are major suppliers of panels for the Apple iPad, so LG Display needs to respond quickly to Apple’s request so as to not lose the order to its rivals.

Apple’s request places a lot of pressure on LG because orders must normally be made at least three months in advance so that they could secure the raw materials needed to make the displays. With that being said, the orders are likely to boost LG’s bottom line in calendar Q2 after suffering a major operating loss for Q1 to the tune of 361.9 billion Korean won.

LG also successfully secured a chunk of orders for the iPhone 12 lineup, and will supply display panels to Apple alongside Samsung.