According to information we have received, Meta started collaborating with ams OSRAM, and are codeveloping microLED technologies. This is an interesting development, if true, and may have implications to other players in the industry.
While we cannot verify this information, we do know that Meta's Reality Labs has setup a microLED R&D team in Regensburg - close by to ams OSRAM's main microLED R&D and production facility. Meta is currently recruiting microLED engineers for this facility. In addition, some key microLED engineers and business people have transitioned from ams OSRAM to Meta, which could further strengthen the ties between the two companies.
When Apple canceled its microLED watch product last year, ams OSRAM closed its Malaysia microLED fab, and its Regensburg facility remained the company's main microLED production line - in addition to it being its R&D center.
Meta meanwhile, is highly active with microLEDs. In 2020, Meta signed a deal with Plessey to dedicate all of Plessey's microLED manufacturing operations to support Meta with its own product development.
We have heard reports claiming that the development based on Plessey's technology and processes did not progress as expected, and Meta has decided to abandon the Plessey project. But in early 2025 it was revealed that these two companies still work together. Meanwhile in August 2025, Plessey was acquired by Haylo VC.
If Meta is indeed starting to work with ams OSRAM, this could be very interesting, especially for Plessey. It is possible of course, and even likely, that Meta is working with several microLED chip vendors
In September 2024, Meta announced the Orion AR headset project, based on microLED microdisplays. It was assumed that Meta uses JBD's microdisplays. The company's latest AI AR headset, the Ray Ban Display, uses an LCoS display engine.
