According to media reports on the 19th, Apple will independently design and produce MicroLED displays. Currently, it has used the secret factory near the California headquarters to produce a small number of screens for testing. MicroLED uses a different material than current OLED screens, which promises to make future devices slimmer, clearer, and more energy-efficient. Analysts believe that this move is Apple's latest initiative to achieve the autonomy of key components. Facing the weakening of the growth momentum of the mobile phone market, in order to strengthen control and flexibility, Apple began to use all methods to cut costs and try to keep the pace of innovation uninterrupted, and increasing independent research and development efforts has become its inevitable choice.
Affected by Apple's news, Samsung Electronics and other related suppliers' share prices generally fell during Asian trading hours. Many analysts predict that in the future Apple will also abandon more parts of the cooperative suppliers.
Focus on MicroLED technology
According to sources, the production difficulty of the MicroLED screen is much higher than that of Apple's first use of the OLED screen on the iPhone X. Apple almost gave up the project about a year ago, but its team of engineers has made progress. The technology is currently in its late stages. However, consumers may need to wait another few years to see further results.
MicroLED, also known as miniature LED, was first invented by American scientists in 2000. Like the OLEDs, MicroLEDs are made of light-emitting diodes. The difference lies in the composition of LED materials. MicroLED technology uses inorganic gallium nitride (GaN) materials in the light emitting section. This material can provide higher brightness than OLED products, and has better performance than OLED screen display in response speed, contrast, and color saturation. Due to the use of inorganic materials, MicroLED will not suffer from "short-lived" problems with OLED screens. At the same time, MicroLED can make the screen panel thinner, in terms of power consumption, but also much lower than the OLED screen.
Since MicroLED is too "micro", how to transfer and paste tiny components into a single product has become a problem for mass production of MicroLED screens. As early as 2014, Apple started to lay out MicroLED technology through the acquisition of LuxVue.
Analysts said that taking control of MicroLED technology will help Apple break through the increasingly mature smartphone market and surpass its rivals such as Samsung Electronics, which has high-end display technology. However, the prospects of this project are not clear. The mass production of new screens requires new production equipment. At the same time, there are risks of alternative technologies. In addition, the investment in this project will be quite high.
Apple's independent research and development of MicroLED technology news undoubtedly constitutes a bad for a series of display suppliers. On the 19th, Samsung Electronics Co., Ltd. fell 0.78%, LG showed its share price fell 1.6%, JapanDisplay shares fell 2.42%, and Sharp shares fell 1.71%. Market participants also believe that the share prices of companies such as Synaptics, a provider of man-machine interface solutions, and Universal Display, an OLED technology developer, will also be negatively affected.
Increase independent research and development efforts
In the long run, in recent years, Apple has increased its efforts in independent research and development. Although the initial investment in independent research and development is relatively large, once it is completed, with Apple's annual sales of hundreds of millions of iPhones, it will save a lot of patent fees. In addition, the use of other company's technology, in the supply chain will be more or less subject to the people, completely independent research and development can also consolidate Apple's position in the smart device industry.
In the area of ​​processor chips, Apple had acquired its own chip R&D layout as early as 2008. On the iPhone 4, although its processor is not completely independent design, but also laid a solid foundation for this. In 2012, Apple released the iPhone 5, the A6 processor of this mobile phone is its own custom-designed chip, and later A-series processors and other chips are all ahead of rival products in the same period. In the future, whether on the iPhone, iPad or Apple Watch, consumers will see the A series, S series and other processors. It is reported that Apple also plans to carry its own research and development of T series processors on its Mac computer.
In terms of modems, the iPhone has been using both Intel and Qualcomm modems. However, according to sources, Apple has been researching modems for several years, and its self-developed products will be used on the A12 processor of the iPhone 9 in the fall of 2018.
At the same time, Apple has also reduced its dependence on Imagination Technologies, its major graphics processor (GPU) vendor. In the area of ​​autonomous power management chips, Apple has gradually distanced itself from its partner Dialog. There are media reports that Apple is developing its own internal chip specifically designed to manage power supplies to improve the iPhone's endurance.
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