"Apple Hopes Chinese Suppliers Can Solve Vision Pro's Display Challenges" - The Information
Portfolio Pulse from Happy Mohamed
Apple is testing advanced displays made by Chinese suppliers BOE Technology and SeeYa Technology for possible inclusion in future models of its Vision Pro mixed-reality headsets. This marks a shift from Apple's previous reliance on firms from the U.S., Japan, South Korea, and Taiwan for advanced parts such as displays and chips.

August 29, 2023 | 3:31 pm
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Apple's testing of advanced displays from Chinese suppliers could potentially reduce costs and increase the competitiveness of its Vision Pro mixed-reality headsets.
Apple's move to test advanced displays from Chinese suppliers could potentially lead to cost savings due to lower manufacturing costs in China. This could also increase the competitiveness of its Vision Pro mixed-reality headsets by leveraging high-end technologies from these suppliers. However, the impact will depend on the success of the tests and the quality of the displays.
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