NuAxiSemiconductor trade intelligence
ams OSRAM to benefit from Apple adopting micro-LEDs
What happened
TrendForce forecasts Apple will adopt micro-LED displays in its Apple Watch starting 2024, with potential expansion to AR, smartphones, and automotive displays from 2026-2030. ams OSRAM is identified as a potential beneficiary of this technology transition. 关注: This long-term demand forecast for a nascent display technology warrants monitoring for future supply chain shifts, but lacks immediate trading catalysts.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
micro-LED
ams OSRAM
technology-trenddemand-forecast
Source and time
Source: Semiconductor Today · 2/2/2023 · View original source
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