The Apple Watch Ultra not big enough for you? Well, hang on, Apple is planning an even bigger one, according to the Trendforce research group.
TrendForce’s Senior Research Vice President, Eric Chiou, analyzed Apple’s progress in adopting new display technologies during the display technology session. He says that the next-generation Apple Watch panel would use micro LED as the display technology, with a size larger than the current Apple Watch Ultra — 2.12 inches rather than the current 1.93 inches.
Chiou says the product will have two key suppliers: German LED giant ams OSRAM, which will exclusively supply Micro LED chips smaller than 10x10um, and South Korean panel manufacturer LG Display, responsible for the chip mass transfer engineering in addition to providing LTPO glass backplates. He added that the adoption of small-sized chips inherently helps compress costs.
Considering Apple’s strong bargaining power in the supply chain, Chiou estimates that when the product is launched in 2026, the cost of the micro-LED display panel could be controlled below US$120, equivalent to 2.5 to 3 times the current price of OLED panels—“a reasonable range for a new technology.”
