Although Apple presently purchases its displays from Samsung, LG, and BOE, the company does have ambitions to switch to custom panels and lessen its reliance on just three suppliers. The company is already working on the microLED technology for the Apple Watch Ultra. It appears as if once the Apple Watch is out, the entire process will begin. However, according to a recent report, LG will be the one delivering those panels for the future top wearable. So, in one way or another, Apple will still be relying on a supplier.
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The next-gen Apple Watch Ultra with microLED might release in 2025
LG is reportedly working on setting up a small-capacity production line that will only mass-produce microLED panels for Apple. The details were shared by analyst Ross Young, in a tweet. According to the analyst, LG will start mass-producing these displays in the second half of 2024. This also suggests that the launch of the new model could happen sometime in 2025.
The microLED Apple Watch Ultra, on the other hand, might debut as soon as 2024 and would have a larger display than its predecessor, according to analyst Jeff Pu. Consumers may see the larger smartwatch as early as next year, according to Bloomberg’s Mark Gurman.
Young makes the observation that the tech giant will depend on its partners to some level as it cannot participate in the entire process. It is one of the reasons why Apple is allegedly sticking with LG to mass-produce microLED panels. However, the main objective is to become less reliant on these suppliers. It goes without saying that setting up entire display production lines that must churn out millions of units is a laborious and expensive process. Plus, it also requires the necessary skills.
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