Sony is currently the only supplier of the two 4K micro-OLED panels belonging to the Apple Vision Pro, and given that the Japanese display maker can only provide a limited quantity of these, the overall cost of these components will no doubt shoot through the roof. This would explain why the company’s AR headset is estimated to cost $1,542 to make, with the bulk of the expenditure coming from the micro-OLED screens. Fortunately, Apple may want to diversify its supply chain for the low-cost models. It reportedly sent an information request to Samsung and LG, both of which are already deeply intertwined in the company’s supply chain.
Information likely requested the possible mass production of WOLED + CF panels with a 1,700PPI; these specifications are likely for the low-cost version of the Apple Vision Pro
To reduce its display costs and make it possible for non-premium versions of the Apple Vision Pro to be sold without charging an arm and a leg, Brad Lynch has posted on X mentioning an information request sent to Samsung and LG, inquiring about a 2.1-inch WOLED + CF display. The technology giant has previously been reported to be heavily focused on an affordable version of the Apple Vision Pro, as work on the next high-end mixed-reality headset has been suspended. Unfortunately, one of the biggest hurdles being tackled by Apple is bringing down the price without sacrificing the device’s critical features.
One way the company can combat this is by diversifying its supply chain. Since Samsung and LG have supplied Apple with various OLED panels over a few years, they have a ton of experience under their name. The only problem is that when it comes to WOLED + CF display manufacturing, both companies may be unable to accommodate Apple at this time. LG does not have a production line yet, and building one from scratch can prove to be complicated. As for Samsung, the Korean giant has a production facility at hand, but it caters to other firms and does not meet Apple’s specifications.
Apple recently sent a information request for Micro-OLED from Samsung/LG Display in an effort to increase shipments of Vision Pro products and stabilize supply chain
Product specifications include a ~2.1 inch WOLED+CF panel at about 1700 PPI ❗️
To be aimed at entry-level models pic.twitter.com/KKUoCQkljg
— Brad Lynch (@SadlyItsBradley) June 28, 2024
The Cupertino firm was earlier rumored to be in talks with Chinese display manufacturers SeeYA and BOE to enter the fold, but from the looks of the current rumor, it appears that talks have not been fruitful. The low-cost version of the Apple Vision Pro is reported to arrive sometime in 2025, so let us see if the company can get all of its issues sorted before then.
News Source: Brad Lynch
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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