Apple is looking forward to raising production of its new merged reality device, the Vision Pro, by reaching out to Samsung and LG. Apple has requested information on OLED+CF technology, a key component for the device’s display.
The new report suggests that Apple is focusing on securing a trustworthy supply chain for OLED displays. Japan’s Sony has supplied Oledos for Vision Pro; however, it is not resulting in increased production capacity. There is unsureness in the outlook of China regarding technology and geopolitics.
It has yet to be clear if the two domestic panel firms will actively respond to Apple’s request or not. If the report is to be believed, Apple was found to have recently sent a request for information (RFI) related to the development of OLEDoS (OLED on Silicon) to Samsung Display and LG Display.
The term RFI here stands for a document exchanged at a stage before the Request for Quotation (RFQ) sent by the set manufacturer to the parts manufacturer once the product specifications have been decided. It is mentioned in the RFI as a product that applies a color filter (CF) to a white (W) organic light-emitting diode (OLED).
WOLED+CF OLEDOS indicates color as white light from WOLED passes through red (R), green (G), and blue (B) color filters. Vision Pro, initially released in the United States, also used WOLED+CF OLEDOS. The additional product specs include a display size of 2.0 to 2.1 inches with a 1700 PPI pixel density.
However, the reason why Apple is sending an RFI has yet to be analyzed. The two main possibilities behind this appear: for instance, maybe Apple is setting up to introduce a more affordable version of the Vision Pro, reducing the price even for the base model. Another possibility is that RFI could also be moved to secure a stable supply of Oledos panels, which are a main component in the Vision Pro’s display.
Sony, Apple’s current Oledos partner, has top-notch production capacity (900,000 units per year). Apple sends inquiries to Samsung and LG regarding this OLED+CF technology. On the other hand, LG is a leader in WOLED+CF development, despite the fact the fact that it currently lacks a production line. Apple needs to diversify Oledo suppliers due to limitations with Sony.
