Apple plans to phase out Samsung and LG displays in favor of in-house microLED displays by 2024

by time news

Apple plans to start using its own displays in mobile devices by 2024 in an effort to reduce dependence on technology partners like Samsung and LG as it prepares to produce its own components. more

According to experts in the matter, Apple aims to begin replacing the display in high-end Apple Watch models by the end of next year. The display components will upgrade from current OLED displays to microLED display technology, and Apple plans to bring the new display to other devices, including the iPhone.

The change is part of a larger effort to replace Apple’s devices with the most in-house parts. This will give companies more control over the design and capabilities of their products.

In the past, the Cupertino-based tech giant has seen it. After giving up Intel processors in Mac computers and turning to develop Apple Silicon processors for use in-house. And plans to do the same for key wireless components in iPhone.

As for the matter, an Apple representative in Cupertino, California, declined to comment.

Samsung is currently the world’s most advanced display maker, producing microLEDs for its own TVs. Makes it easy for Apple to optimize its devices in the long run. There is also no need to worry about the shortage of spare parts in the long run.

This isn’t the first time Apple has had such plans. Bloomberg first reported in 2018 about Apple’s plans to design its own displays, starting with the Apple Watch. The move affected Samsung Display and LG Display, its main suppliers. Two for the display on the Apple Watch.

Shares of LG Display fell as much as 4.1% after Bloomberg reported the news. Meanwhile, shares of Samsung Electronics lost most of their gains in morning trading in Seoul. Apple shares were little changed at $131.01 in New York.

Apple’s project is led by Wei Chen, who leads Apple’s Display Technology Group within Johnny Shrewskie’s Hardware Technology Development division. Apple Watch Ultra, a new high-end sports watch

Compared to the current Apple Watch, the next-generation display is designed with brighter colors. and better viewing angles. The new display makes content look like it’s been drawn onto a glass surface. This is the story of those who have seen it with their own eyes. But they asked not to be identified as the project was still in development.

The microLED display will be Apple’s first screen to be designed and developed entirely in-house. The company currently sources screens from a number of manufacturers besides Samsung and LG, including Japan Display Inc., Sharp Corp. and BOE Technology Group Co.

According to data compiled by Bloomberg, orders from Apple currently account for 36% of LG Display’s revenue, while Samsung, which competes with Apple in the smartphone market. It is also a supplier to Apple, receiving about 6.6% of its orders from the iPhone maker.

Apple’s 62,000-square-foot display research and development facility in Santa Clara, Calif. (Photo courtesy of Bloomberg).

Although Apple has redesigned the display and established its manufacturing process, But it is likely to rely on external suppliers to handle mass production. The company is currently building a 62,000-square-foot factory in Santa Clara, California, about 15 minutes from Apple Park headquarters, where screen production testing takes place. There is a research and development campus similar to that in Taiwan.

So far, Apple has invested billions of dollars into this effort. Which within the company is considered one of the most important projects of the company. alongside efforts to develop electric cars, VR headsets, and key health features for watches. In fiscal 2022, the company spent about $26 billion on research and development.

The idea of ​​Apple’s switch to microLED has been around for a long time. This can be seen in Apple’s acquisition of microLED startup LuxVue in 2014.

in the near future The new display is the biggest change to the Apple Watch, with the company planning to introduce new models later this year. And there will be a few updates focusing on a faster chip and a few health sensor upgrades. Apple hasn’t updated the main processor inside the watch for three years.

The company has also customized the display for the upcoming new headset. It will use a similar technology to the microLED screen that will be used in the Apple Watch. While it is expected that it will be several years before Apple chooses to use microLED in the iPhone, it plans to bring OLED technology to the iPad. Pro version in 2024


source: bloomberg

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