Kuo: Apple Watch Series 5 Lineup to Launch in Fall With OLED Displays Supplied by Japan Display
In a research note with TF International Securities shared with Chinese media outlets today, Kuo forecasted that Japan Display will gradually increase its proportion of OLED display orders for the Apple Watch, starting with 15-20 percent of orders in 2019 and reaching 70-80 percent in 2021.
Kuo believes that Apple will also gradually increase the proportion of LG's supply of OLED displays for iPhones, and tap Chinese manufacturer BOE as an additional supplier, in a bid to diversify its supply chain.
Apple Watch Series 5 models will likely be unveiled next month alongside a trio of new iPhones. This would hardly be a surprise, as Series 1 through Series 4 models all launched in September, but specific rumors about Series 5 models have actually been relatively quiet, so this is nice reassurance.
For example, Kuo previously said a "new ceramic casing design" would be "added" to the Apple Watch lineup, but he did not explicitly mention Series 5 models. Reuters also reported that Japan Display would begin supplying OLED displays for the Apple Watch, but likewise did not specify Series 5 models.
Looking farther ahead, rumors suggest that Apple Watch Series 6 models will adopt MicroLED displays in 2020.