According to a report published by French market research company Yole Developpement, all key performances of MicroLED displays will exceed that of OLED displays. These key features include brightness, contrast, color gamut, refresh rate, viewing angle, ruggedness and durability, resolution and pixel density, lifetime, and power consumption. Yole and its partner Knowmade have released two reports on MicroLED to reveal the current state of the technology and gain insight into the industry, related companies and related supply chains.
At the 2012 International Consumer Electronics Show (CES 2012), Sony demonstrated a 55-inch full-HD (Full HD) MicroLED TV prototype. This is also the first appearance of the MicroLED display, causing a huge sensation. Since Apple acquired Luxvue in 2014, many leading companies such as Facebook, Google, Samsung, LG or Intel have made large-scale in-house developments, acquisitions (such as mLED and eLux), or investment in startups such as glo and Aledia. Waiting to enter the industry (MicroLED display).
By analyzing Apple's patent activity on MicroLED, the company basically stopped related applications around 2015. As a huge consumer electronics giant, Apple currently has a large project team, and the annual investment in the development of MicroLED technology continues to be hundreds of millions of dollars. This finding is surprising. However, through a more careful analysis, it was discovered that a possible entity name that Apple might use to continue to submit patents indicates that Apple is still advancing the development of MicroLED technology.
Eric Virey, senior analyst for technology and marketing at Yole Developpement, said: "Compared with pioneers such as Sony or Sharp, Apple's product portfolio is one of the most complete, even though it started late, covering all the key issues associated with MicroLED. Technology. The company is currently the most advanced company that can bring high-volume MicroLED products to market, but it also faces enormous challenges."
Apple can't risk smearing its brand with a product that is so highly differentiated and flawless. And because of the high demand for products, Apple's challenge to build a supply chain is far greater than that of other companies. In addition, due to the lack of display production experience, coupled with its confidentiality needs, almost all components must be developed in-house, etc., all of which make it difficult to develop its MicroLED technology.
From the smart phone field, you can see Apple's leading position in this field. According to relevant data, global smart watch shipments will exceed 100 million units in 2027, and Apple will remain the largest smart watch manufacturer.