Apple Vision Pro head display supply chain exposed: LG Display is expected to become the largest display supplier

News on June 12, Apple’s latest head-mounted display product Vision After the release of Pro, many rumors about the supply chain were triggered. Recently, people familiar with the matter revealed that although Sony will provide high-resolution Micro OLED display panels are OLEDoS panels, but LG Display is expected to become the main display supplier for the next-generation Vision Pro headset.

According to previous statements by industry insiders, Vision The production cost of the Pro is approximately US$1,519 (approximately RMB 10,830). The OLEDoS panels provided by Sony are the most expensive of all components, with each panel selling for approximately US$350 (approximately RMB 2,496), while each Vision Pro devices require two OLEDoS panels. In contrast, LG Display will The Pro offers an external OLED display, which sells for only $30 (approximately RMB 214).

According to previous reports, since Sony can currently only produce 900,000 OLEDoS panels per year, and the company has rejected Apple's request to increase production, Apple hopes to find a new OLEDoS Panel supplier.

Although LG Display and Samsung Display have not yet established their own Micro OLED panel production lines, both companies are stepping up research and development work. Samsung Display announced in August last year that it would develop Micro OLED, and subsequently established a research and development laboratory, with the goal of achieving mass production of Micro OLED panel. In May this year, Samsung acquired the American Micro OLED company Imagine for 290 billion won (approximately RMB 1.601 billion).

And LG Display has been testing Micro OLED panels since 2020 and is actively preparing to expand the augmented reality (XR) market. Therefore, it is widely expected that LG Display's mass production schedule and quality control will surpass Samsung's, and it will replace Sony with better quality products and greater production capacity, becoming the main display supplier for Apple's next-generation Vision Pro headset.

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