Analysis of Apple Watch Ultra screen size expansion

Apple plans to launch a new Apple Watch Ultra in 2026, equipped with a larger 2.12-inch Micro LED screen. The current screen size of Apple Watch Ultra 2 is about 1.9 inches, and the new model will increase the screen area by 10%.

Progress and expected changes in display technology

Eric Chiou, senior vice president of TrendForce, analyzed Apple’s adoption of new display technology at the Display Technology Conference progress. He mentioned that the display panel of the next generation Apple Watch will use Micro LED as the display technology and will be larger than the current Apple Watch Ultra, reaching 2.12 inches.

Supply chain and technical details of the new display

This new display will be provided by German LED giant ams OSRAM with Micro LED chips smaller than 10x10um, while LG Display will be responsible for the large-scale chip transfer project , and the production of LTPO glass backsheets.

Cost and Market Forecast

Despite Apple’s strong negotiating power in the supply chain, Eric Chiou predicts that the new panels will cost up to $120, which is 2.5 to 3 times the cost of currently used OLED panels. times the price. Shipments are expected to reach the million-unit level in the first year of launch, stimulating demand for Micro LED chips.

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