Will Sony supply OLED microdisplays for Apple's future AR device?

According to rumors from Japan, Sony is set to supply Apple with OLED Microdisplays for Apple's future AR headset project. The rumors did not include more information than that...

Sony ECX339A OLED Microdisplay photo

Apple (like all other consumer electronics giants) is very active with AR R&D, as many believe that AR headsets will be very popular in the future and may replace smartphones. While I'm a bit skeptical about this technology, it is evident that many companies are increasing their R&D efforts in this field.

From our own knowledge and estimations, Apple has several such projects underway, with different suppliers, and it is likely that it did not choose its final design - let alone a display vendor yet.

In any case Apple will require vast amount of micro OLED screens in such a device - much higher than Sony's current production capacity (or the entire industry production current capacity, come to think about it).

This will be an interesting industry to watch in the next few years. Yole Développement for example says that the microdisplay market is set for impressive growth in the next few years, with the CAGR from 2020 to 2025 at 100%. Microdisplay module revenues will reach $4.2 billion in 2025, $1.8 billion of which will be for AR headsets.

To learn more about the OLED and MicroLED Microdisplay Market, consult our market guide, updated earlier this month.

Posted: Oct 22,2020 by Ron Mertens