Apple is reportedly in talks with SeeYA, a Chinese company, to join its supply chain for the Vision Pro. This comes as Apple faces challenges in expanding production capacity with its current supplier, Sony. While Apple has demanded an expansion of production capacity from Sony, the company is not actively pursuing such expansion.
To overcome this hurdle, Apple is exploring alternative suppliers, including BOE and SeeYA. Industry rumors suggest that Apple is evaluating SeeYA positively and may include them as a second supplier as early as the third quarter of 2024.
In addition to seeking new micro OLED suppliers, Apple is also focusing on research and development for the second-generation entry-level XR product. The aim is to reduce the cost of micro OLED displays, ultimately leading to a significant price drop for consumers.
Industry experts anticipate that the cost of the second-generation entry-level XR product will decrease by over 50%, resulting in a price reduction from $3,500 to $1,500. This reduction is largely attributed to the decrease in the cost of micro OLED screens, which is expected to decrease by more than $100.
Apple’s pursuit of alternative suppliers and cost reduction strategies demonstrates its commitment to making the Vision Pro more accessible to a wider range of consumers. As the company explores new partnerships and technologies, it aims to enhance the overall user experience and maintain its position as a leader in the industry.