Apple Watch’s switch to micro-LED
Today’s report from Young follows a report from Bloomberg earlier this week. In that report, Mark Gurman explained that Apple is reducing its reliance on companies like Samsung and LG and will start designing its own screens for products like the Apple Watch and iPhone. Bloomberg noted, however, that Apple will still rely on those companies for mass production.
Young’s new report today largely corroborates what was reported earlier this week. The analyst explains that Apple “won’t do the full process” when it transitions display technologies. For the micro-LED display expected to be used first in the Apple Watch Ultra, Young says that Apple will work closely with LG.
LG is reportedly now in the process of “building a small line” for micro-LED display backplanes for the Apple Watch. “It is this small line that will likely assemble micro-LEDs from Apple,” Young explains. He says that production isn’t expected to start until the second half of 2024 and that the first Apple Watch with micro-LED will launch in 2025.
