Apple considers cooperation with Vision Technology and BOE to provide screen supply for Vision Pro headset

According to The Information, Apple plans to introduce Chinese companies SeeYa Technology (SeeYa) and BOE (BOE) into its supply chain to solve the problem of insufficient production capacity of the micro-OLED screens used in Apple’s Vision Pro head display. This move aims to further promote the diversification of the supply chain

Currently, the micro-OLED screens used in Apple’s Vision Pro headset are mainly exclusively supplied by Sony, but due to production capacity limitations and cannot meet Apple's huge user needs. According to reports, with the support of the Chinese government, BOE and Shiya Technology have made major breakthroughs in the field of micro-OLED. Apple is evaluating the screens of these two companies. If the yield, production cost and other conditions meet the requirements, Apple will consider using the products of these two companies in the next generation of Vision Pro headsets and future low-cost headsets

Reports indicate that Chinese companies have actively participated in the supply chain of Vision Pro headsets. Lens Technology and Yujing Optoelectronics are key component suppliers, while Luxshare Precision and Pegatron are the main assembly companies of this headset

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