In order to replace OLED, Apple is developing a MicroLED screen.
For a long time in the past, sources in Taiwan's supply chain have been suggesting that Apple is developing a Micro LED display. Today's rumor has been confirmed by Bloomberg. In a report on March 19, Bloomberg said Apple was in California. Santa Clara County has a secret factory and is developing a self-designed Micro LED display to replace Samsung's OLED screen.
In fact, Apple has long hoped that other manufacturers will replace Samsung's position. For example, they have invested billions of dollars in LG Display to support LG to develop its own OLED products. Not long ago, LG Display announced that this year's iPhone X Plus will have They may be equipped with their OLED screens.
However, it is not enough to have LG Display. It is said that Apple and domestic manufacturer BOE have also had contact. Of course, the road to independent research and development is also one of Apple's plans. After all, they have had too many successful precedents.
The full name of OLED is called organic light-emitting diode, and the luminescent material used is organic, so it is defective in stability and service life. The Micro LED is an inorganic luminescent material. Like the LEDs we usually see, you can think of the Mircro LED as a “miniature version†of an outdoor LED billboard. It has a long life, good stability, power saving, brighter and lighter. Other characteristics, but now due to technical limitations, yield can not be guaranteed.
The industry now believes that Mircro LEDs will replace OLEDs in the future, just as OLEDs now replace LCDs. In fact, when Apple acquired MicroLED's LuxVue in 2014, it has already predicted that they will try this technology, but now it seems that the progress is not fast, Bloomberg believes that Apple may take two to three years to make Mircro LED appear in Apple. On Watch, the iPhone needs to wait another three to five years. So like the previous OLED, Apple Watch will be the first Apple product to adopt the Micro LED.
But Bloomberg also believes that the R&D center in Santa Clara, Calif., is still too small to handle mass production, so Apple may use the form of outsourcing to mass produce Micro LED screens in the future, which raises a question: how is technology? Confidential?
Apple insiders said they hope that proprietary technology can be kept as much as possible, and Apple has already invested a lot of money. In fact, the research and development of Micro LED has been carried out in Taiwan, but now Apple is working hard to focus on the technology. Near the headquarters.
If Apple successfully leads Micro LED technology, it not only means that they have completed independent research and development in hot areas such as CPU, GPU, screen, etc., which means that Apple can save a lot of money on the screen and even get extra income. .
On the other hand, Apple is investing heavily in the next generation of Micro LED displays, and China's display industry is likely to usher in a rising opportunity. From the perspective of giant investment and industrialization progress, the current trend of OLEDs in the new display is the clearest and the market space is the largest.
Displaying the industry chain Leading Korea in the world (Samsung/LGD and its upstream materials equipment suppliers), from the perspective of industry scale, technology reserves, talents, financial support, industrial clusters and other core competitive factors, the mainland shows the comprehensive strength of the industry chain and South Korea is not much different. It believes that as the scale of the industry continues to grow and the industrial clusters gradually improve, the mainland will show that the comprehensive strength of the industrial chain will catch up with South Korea in the next 3-5 years.
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