Apple has been actively developing microLED technology since it acquired California-based company LuxVue in 2014. Given that microLED display production remains challenging, manufacturing costs are higher, which is why Apple will start rolling out the technology with the Apple Watch Ultra before larger devices.
European company ams OSRAM will be the primary supplier of microLED chips for Apple, but there is potential for Taiwanese suppliers like Epistar to become additional suppliers of microLED chips by 2026-2027, according to the report.
[Bloomberg News’ Mark] Gurman said the microLED transition could begin by the end of 2024, but noted the timeframe could slip into 2025… so the technology could be at least two years away.
