According to a memo issued by market analyst Jeff Pu, Apple’s Apple Watch launched in 2024 will be equipped with Micro-LED panels. Since Samsung does not currently produce Micro-LED panels for small devices, this panel may be provided by BOE.
According to Jeff Pu, if Apple wants to switch to Micro-LED panels for the Apple Watch launched in 2024, it is already in the development stage, and even orders for Micro-LED screens have been placed with manufacturers.
However, Samsung currently does not produce Micro-LED panels for small devices, mainly for large screen devices such as TVs. Therefore, it is unlikely that the Apple Apple Watch with Micro-LED panels will be mass-produced by Samsung, and the information of this supplier is not yet clear. However, in view of the fact that Apple has increased BOE’s screen supply, there is a great probability that Micro-LED panels will be produced by BOE.
Samsung is struggling with sluggish revenue and operating profit due to the decline in consumer demand. It will undoubtedly be a huge loss for Samsung if Apple’s Apple Watch next year is changed to be produced by other companies such as BOE.
Samsung is so concerned about the ongoing crisis that the company’s executive chairman Jay Y. Lee reportedly held a meeting with the heads of all of the company’s divisions on the first working day of the new year and asked them to immediately develop contingency plans to deal with consumer demand Circumstances of decline and reduced income.
