According to online news, meta has started cooperation with ams OSRAM, and the two parties are jointly developing Micro LED technology. If the news is true, this will be a development worthy of attention and may have an impact on other players in the industry.
This news cannot be verified yet, but what can be confirmed is that Reality Labs, a subsidiary of meta, has set up a Micro LED R&D team in Regensburg - this location is adjacent to ams OSRAM's main Micro LED R&D and production base. Currently, meta is recruiting Micro LED engineers for the R&D team. In addition, some core Micro LED engineers and business personnel have been transferred from ams OSRAM to meta. This change may further strengthen the connection between the two companies.
After Apple canceled its Micro LED watch product last year, ams OSRAM shut down its Micro LED factory in Malaysia.The LED factory only retains the Regensburg base as the company's main Micro LED production line, and the base still serves as the R&D center.
At the same time, meta is very active in the field of Micro LED. In 2020, meta reached a cooperation agreement with Plessey, agreeing that Plessey will use all of its Micro LED production business to support meta's product research and development.
There are reports that meta has decided to terminate the cooperation project based on the fact that the research and development progress of Plessey and the process has not met expectations. But in early 2025, news emerged that the two companies were continuing to cooperate. In addition, in August 2025, Plessey was acquired by Haylo VC.
If meta has indeed started cooperation with ams OSRAM, this development will be of great concern, especially for Plessey. Of course, meta may also cooperate with multiple Micro LED chip suppliers at the same time.
In September 2024, meta released “Orion” based on Micro LED micro displayAugmented reality (AR) headset project. It is speculated that meta used JBD’s micro display at that time. The company’s latest artificial intelligence augmented reality (AI AR) headset “Ray Ban Display” is equipped with a liquid crystal on silicon (LCoS) display engine.
ANNA