The latest evidence seems to be pointing towards Apple opting for LG for micro-LED displays for next-gen versions of its Apple Watch.
According to analyst Ross Young, LG has started building a small production line for micro-LED displays ahead of Apple’s transition away from OLED. This also plays into Apple’s plans to start making its own displays for Apple Watch and iPhone in-house.
The report from Young largely corroborates previous reports. Young explained that Apple “won’t do the full process” when it transitions display technologies. Young also stated that while the micro-LED display is expected to be used first in the Apple Watch Ultra model, Apple will work closely with LG to bring this about.
LG has been said to be in the process of “building a small line” for micro-LED display backplanes for the Apple Watch. “It is this small line that will likely assemble micro-LEDs from Apple,” Young explains. He says that production isn’t expected to start until the second half of 2024 and that the first Apple Watch with micro-LED will launch in 2025.
Stay tuned for additional details as they become available.