On Monday, Patently Apple posted a report titled “Apple Suppliers Sony, LG, and Samsung Displays Are Working on OLEDos and LEDos for Future Apple Mixed Reality Headsets.” The report notes that OLEDoS will be used in his first-generation mixed reality headset from Apple, which is set to debut in 2023. Sony and LG will be the first suppliers of Apple’s next-generation displays, with Samsung potentially joining in the future.
On Friday, Counterpoint published a report covering OLEDoS. Technological breakthrough in AR/VR devicesThat pretty much explains why Apple delayed the debut of its first-generation mixed reality headset. Breakthroughs of this sort will allow Apple’s upcoming headsets to stand out in the market from their immediate competitors and justify their premium price tag.
Meta’s Oculus Quest 2 now features a 72Hz refresh rate display, which is even lower than the 120Hz displayed on some smartphones. Low refresh rates can make you dizzy even for a short time, and low resolution displays are known to cause eye strain for users. This is something Apple wanted to avoid with their first generation devices. In contrast, Apple’s first mixed reality headsets offer fine pixel sizes, high refresh rates, and high-resolution displays.
OLED smartphones have an average resolution of 550 ppi, while AR/VR devices with near-eye displays require around 3,500 ppi. His Apple suppliers of this next-generation display, Sony and LG, have the chart below explaining OLED and OLEDoS displays.
Click image below to enlarge)
Counterpoint – Research Associate Yeree Yoon said, “OLEDoS (OLED on Silicon) is typically a display panel with a diagonal length of less than 1 inch and meeting the 3000 ppi to 4000 ppi resolution standards for AR/VR device displays. OLED display.” OLEDoS uses low-temperature polysilicon (LTPS) or oxide TFTs based on glass substrates, while OLEDoS uses CMOS substrates based on silicon wafers. Circuit structures can be reproduced and organic deposition leads to the creation of ultra-high resolution OLEDs.
OLEDoS features high efficiency, high brightness, infinite contrast, fast response, and long LED life compared to OLED. The size is less than 1 inch, so the user can see the magnified image through the optical lens instead of looking directly at the panel. When used in AR/VR equipment, it displays high resolution in a small, lightweight wearable device.
Expected to have two OLEDoS displays inside Apple’s first headset, this time Sony will be the first supplier. LG Display plans to supply general OLEDs applied to external displays. However, in the long term, Apple is expected to choose LG displays over Sony as his OLEDoS supplier. Sony’s technology is somewhat ahead now, but the company has its own game console, making it a potential competitor to Apple in the XR market where having killer apps is key. Rapid growth is expected once Apple enters his XR market, with Samsung Display expected to quickly catch up to its biggest rival LG. In the XR market, the fierce competition between SDC and LGD will unfold again.
Apple seems to be on track to be one of the first companies in the industry to adopt OLEDoS. Due to their cost structure and availability, most competitors may not adopt these advanced displays until 2025-2026. By then, Apple could be moving to the LEDos display LG is currently developing for Apple, which is rumored to be aiming for a resolution in the 6,000-7,000ppi range or double that of OLEDoS. I’m here.
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