Potential microLED suppliers for Apple Watch Ultra revealed
The Apple Watch Ultra with microLED might not arrive until 2026, but TrendForce claims to have identified the two key suppliers of the new display technology.
Eric Chiou, TrendForce's senior research vice president, revealed during the SEMICON Japan seminar that German LED giant ams OSRAM and LG Display are two key suppliers of microLED components for the 2026 Apple Watch Ultra.
ams OSRAM is tipped to be the exclusive supplier of microLED chips which are smaller than10x10um. The company has identified microLED as one of its key initiatives since 2021 and has invested heavily in the field. Its CEO even claims ams OSRAM is "clearly leading" in the technology, and is the first and only one building 8-inch wafer manufacturing capability in Malaysia.
South Korean company LG Display is said to supply the LTPO glass backplates and chip mass transfer engineering technology for the Apple Watch. TheElecreported in August that LG purchased microLED patents to improve production yield of microLED panels.
Rumours of the Apple Watch Ultra with microLED surfaced at the start of the year. Apple was initially predicted to launch the Apple Watch Ultra with microLEDin 2024, but the timeline slipped to 2025 based on display analyst Ross Young's report.
The complexity of the new display technology is often cited as the main reason for the delay.Apple is believed to have plans for switching the iPhone, iPad and Mac to microLED a few years after its debut on the Apple Watch Ultra. The transition could take many years due to the high production costs, low yields and complexity of the manufacturing process.
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