Monday in CE: Apple Secretly Bringing MicroLED to Smartphone Arena
It appears that the secret is out, both for the disruption of MicroLED and for Apple's secret facility hellbent on perfecting it. Okay, hellbent might be a little bit of an exaggeration, and for that matter so is the word secret.
Bloomberg broke the news that Apple has this 'secret' facility, reporting that the tech behemoth's verticalization of their products shouldn't be a surprise. In fact, many of the important pieces for Apple are already manufactured in-house, both for costs and quality control reasons.
However, this is the first time that Apple would be making their own screen, and there's no better time to do it. It is a genuine step-up from OLED. There is a good chance that MicroLED will be in every flagship television over the next few years, replacing the current OLED boon. And this would also be a chance for Apple to control that market from the very start.
But if you think you are seeing it soon, think again. Their pre-order for display panes on the 2018 lineup are already in and it's going to be another year of OLED dominance.
We got our first glimpse of MicroLED from none other than Samsung at CES this year. The MicroLED wall, dubbed The Wall, was modular, sharp, and totally badass. The technology as a whole is brighter, more durable, and less power hungry which are all fantastic starting points for the thinnest, brightest, iPhone that hasn't been manufactured yet. And even though the technology is harder to produce, it's clear advantages over OLED have apparently made it worth it.
Looking at the long term implications, Apple has historically purchased screens from manufactures such as Samsung, Sharp, and LG. If Apple was able to make their own screens, it removes a large chunk of revenue from those companies, and the ripple effect all the way down. We are already seeing share drops in Japan as the news is starting to make rounds.
It's a gamble, but Apple needs a windfall of innovation if it hopes to remain a top tier tech company.
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