Japanese tech giant Sony, which is supplying the panel used by Apple for its new mixed reality device Vision Pro, has a capacity of 900,000 units of these panels per year, TheElec has learned.Sony manufactures the OLED on silicon, or OLEDoS, which uses silicon as a substrate to make a high-resolutio
Sources said Sony's OLEDoS capacity means Apple will only be able to ship hundreds of thousands of Vision Pro at most next year.
There will be demand. It just won't be mass market consumer demand. It's clearly been priced to target the early adopter, enthusiast and developer communities. Apple has also likely been aware of this supply limitation for a long time, which at least partially explains why the initial launch is limited to the US only.