Foreign media reported today that Apple may use Micro LED panels in high-end Apple Watch next year.

(Associated Press file photo, synthesized by this newspaper)

[Reporter Fang Weijie/Taipei Report] Foreign media reported today that Apple may use Micro LED panels in high-end Apple Watch next year, boosting morale of the sluggish panel industry.

In this regard, Taiwanese industry players in the Micro3 camp believe that this will help strengthen the Mirco LED market size and increase the sound volume, which is undoubtedly good news.

According to "Bloomberg" reports, Apple may import its own customized 2.1-inch Micro LED panels into its high-end Apple Watch Ultra before the end of 2024, and the OLED panels currently used will be replaced, thereby reducing LGD and Samsung. The scale of product shipments, and Apple does not rule out the use of suppliers to develop their own panels to enhance the control of its products in terms of function and design.

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Micro LED manufacturer Nitron-KY (6854) welcomed Apple's adoption of Micro LED, and also mentioned that since last year, its augmented reality (AR), mixed reality (MR), and wearable, automotive and consumer fields All relevant products have been sampled, covering automotive flexible boards, automotive display chips, and displays of various sizes. It is optimistic that the overall performance will maintain multiple growth within a few years.

TrendForce previously pointed out that at the current stage of Micro LED development, three major camps have gradually formed, including Fucai Group, AU Optronics and Innolux, BOE, HC Semitek, BOE Pixey and BOE Jingxin Technology, and China Star Optoelectronics. An Optoelectronics and Xinying Display”, Hisense Video will also become a new force in the field of Micro LED technology by increasing its shareholding in Qianzhao Optoelectronics.

The legal person pointed out that Taiwan’s Micro LED camp is currently superior to Chinese competitors in terms of yield rate and technology, but it is still unknown whether it can successfully enter the fruit chain. It is difficult to observe that Apple’s Micro LED panel import plan is still unclear. It is asserted that which of the three camps can really benefit, but it will definitely play a positive role in the development of the overall Micro LED market.

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