In August 2022 Patently Apple posted a report titled "Apple's First-Gen Mixed Reality Headset is to Introduce Breakthrough Display Technology." We followed-up with a report in September titled "Apple Supplier LG Display reveals that one of the advantages of using OLEDoS Displays is they could be used in smaller form factor devices."

A new supply chain report published this morning states that the LG Group is expected to work even more closely with Apple with the development of extended reality (XR) such as virtual reality (VR) and augmented reality (AR).

Apple is accelerating R&D in the field. Its VR headset is expected to be launched in the second half of this year. LG Display and LG Innotek are also conducting a lot of R&D activities in order to dominate this emerging market.

The displays of Apple’s first XR devices are likely to be supplied by LG Display and Sony. LG Display is developing OLEDoS panels to that end. The panel is characterized by OLED application to a silicon wafer and a very high resolution of 3,500 PPI for more realistic AR.

LG Innotek recently released two-metal COF, which is characterized by at least 4,000 circuits that can be formed on both sides of one film whereas existing COFs are for single-sided circuit formation. The increase in circuit count means improved pixels and a higher level of immersion.