Apple releases Vision Pro, its first mixed reality device, OLEDoS panel supply becomes bottleneck

News on June 12, Apple released its first mixed reality device Vision Pro at the WWDC 2023 conference. According to TheElec, Vision Pro uses an OLEDoS panel provided by Japan's Sony. This panel is made of silicon substrate and has high-resolution Micro OLED display panel. However, Sony's OLEDoS panel production capacity is limited and can only supply 900,000 units per year, which means that Apple can only ship a few hundred thousand Vision Pro units next year.

This Vision The price of the Pro is as high as US$3,499 (approximately RMB 24,948), which is not affordable to ordinary consumers. This may also limit its sales and prompt Apple to pay more attention to product quality to avoid defective shipments. Case.

According to the editor’s understanding, Apple once asked Sony to expand the production capacity of OLEDoS panels, but was rejected. Therefore, if Apple wants to increase Vision To increase Pro shipments, we need to find new OLEDoS panel suppliers.

In addition to Sony Corporation, China’s SeeYA Technology Companies such as Sony Technology also produce OLEDoS panels, but Apple is currently unlikely to choose a supplier other than Sony. Another potential candidate is South Korea's LG Display, but the company has not yet established an OLEDoS production line.

In addition, it is worth noting that Apple currently uses an OLEDoS panel that uses white OLED and color filters, while Samsung is developing an OLEDoS technology that uses red, green, and blue OLEDs. Therefore, Apple may consider changing Vision in the future OLEDoS technology used in Pro.

Vision Pro is equipped with two Micro OLED screens with a total of 23 million pixels and a single-eye resolution of over 4K. Micro OLED is an innovative display technology that prepares active light-emitting OLED devices on single crystal silicon wafers. Compared with traditional LCD and OLED, it has high resolution, low power consumption, high brightness, high contrast, and high color saturation. It has the characteristics of high strength and fast response speed, and is thinner and has a longer life. Although Micro The cost of OLED is higher because it requires a large area of ​​silicon base and complex production processes, but its power consumption can be as low as 10% of LCD and 50% of OLED.

Another display technology is Micro LED. According to the TrendForce light engine comparison, Micro LED is superior to Micro OLED in terms of pixel size, luminous efficiency and brightness, so it is more suitable for the application of AR glasses. However, Micro LED still faces some challenges, but in the medium to long term, it is expected to surpass Micro LED OLED.

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