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Sony will reportedly be the Sole supplier of OLEDoS Displays for Apple's XR Headsets for Several Years


In August 2022 Patently Apple posted a report titled "Apple Suppliers Sony, LG & Samsung Displays are working on OLEDos and LEDos for future Apple Mixed Reality Headsets." All three display companies were developing next-gen OLEDoS technologies aimed at Apple's first generation XR Headset.

We're learning today in a surprising supply chain report from The Elec that Apple's XR Headset will first use Sony's OLEDos displays.  This is due to LG Display delaying investment in their OLEDoS production line. The delay could be significant, as in years.

The delays from both LG and Samsung could provide Sony with a multi-year lead for OLEDoS for Apple's XR Headset.

While it was expected that LG Display would play a major role supplying Apple with OLEDos display, they have placed an order for the equipment needed for this next-gen display.

As for Samsung Display, they're producing samples of OLEDoS but not for Apple. Their samples are aimed  at supplying Samsung Electronics' Mobile Experience (MX) division. Secondly, the technology for Samsung's device is different from that for Apple's XR Headset, though both will apply  'WOLED+CF' method for OLEDoS, which forms a color filter (CF) on white (W)-OLED.

However, Samsung Display's version  is known as 'RGB' method OLEDOS, which deposits red (R), green (G) and blue (B) pixels adjacent to each other on the same layer. The industry predicts that it will take more than 3 to 4 years for RGB-type OLEDos to be mass-produced.

For this reason, it is expected that Sony will mainly supply OLEDos for Apple's XR Headset for the next several years.

10.0F0  Supply Chain News & Rumors


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