> or really small (VR headsets)

That's MicroOLED in the Apple Vision Pro, not MicroLED. Confusing, I know.

I'm not talking about micro OLED. I'm talking about microled which is indeed made in small chips with VR and AR as the target market.

For example the recently announced Meta Orion is said to use microled [1].

At the recent microled connect conference there were lots of VR/AR focused talks [2].

[1] https://www.microled-info.com/meta-announces-10000-ar-glasse...

[2] https://www.microledconnect.com/current-agenda

Er, no.

It's not shipping today for anything smaller than 8 foot TVs, and doesn't have a path.

It's been 5 years away for at least a decade.

OP is referencing Apple Watch cancellation because that was Apple throwing in the towel in microLED after a decade of investment, making it likely no one expects it to be solved soon.

[1] Facebook is using a MicroLED projector and expressly says the display is an unknown unknown, because they can't ship this one if they wanted to. The failure rates are too high (see manufacturing process in [2]).

[2] has been happening for at least 8 years. It'd be awesome for VR, but that's the least likely near term option because right now it boils down to "manually place 8,294,400 pixels and if any have errors, do it again." Its shipping at eye-watering prices in Samsung TVs > 100" (read: have "huge" pixel sizes so they can be manually placed)