‘It’s the biggest spread of addiction this country has ever seen’: Regulatory noose tightens on vaping
The micro-OLED displays for the prototypes in the June demonstration were supplied by Sony and the chipmaker TSMC, according to two people familiar with the situation. Sony and TSMC declined to comment on any role in the Vision Pro. Goldberg said the higher than expected $3,500 price point already implied that Apple had baked in the cost of production inefficiencies, knowing that manufacturing yields were especially low compared with the mature products in Apple’s portfolio.
“We will be watching to see how much demand [for micro-OLED displays] will increase,” he said. “But I don’t think we will be aggressive [in producing] in the same scale as image sensors”, for which Sony is building a new plant to boost production for the chips used in smartphone cameras. The cut to 2024 forecasts has disappointed Luxshare, which has been gearing up its capacity to be able to build nearly 18 million units annually in the coming years, according to one person close to the assembler.
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