On July 11, Patently Apple released a report titled “While Sony and LG Display will be Apple’s first suppliers of microLED displays for HMDs, Samsung may be the next to enter Apple’s supply chain.” A new report released this morning claims that a new microLED supplier may be entering Apple’s supply chain.

According to United Daily News (UDN), Apple and Meta are cooperating with Taiwan’s Fucai Micro LED as a future supplier. A secondary report on this indicates that Fucai expects its new factory to be ready in 2-3 years, with mass production taking a bit longer. Li Bingjie, Chairman of Fucai, declared in April that they would invest in emerging technologies and capture markets such as mini/micro LEDs, 5G sensing, and automotive markets.

In today’s UDN report, they noted that Fucai had previously entered Apple’s supply chain through its Mini LED products, building a bridge of cooperation with Apple.

Fucai pointed out that by 2024, the company’s Micro LED technology and production capacity will be ready.

Key to AR/VR applications is that in addition to Micro LEDs, other devices must also keep pace, with R&D working to scale down Micro LEDs for possible future contact lenses. You can read more about the latest UDN report here.