Apple Layout Micro LED Next Generation Display Technology New Market Will Rise

Apple actively deployed Micro LED next-generation display technology. The industry has reported that Apple regards Micro LED mass production technology as an important secret. It not only signs strict confidentiality agreements with related manufacturers, but also invests a huge amount of up to 4 billion US dollars. Thousands of people R & D team to create a proprietary test production line. Although the current industry disagrees about when Micro LED technology can enter mass production, some operators expect to have a chance to enter the commercialization stage in about half a year or one year.

Supply chain operators revealed that although there are still many obstacles to the mass production of Micro LEDs, Micro LED is regarded as the winning weapon in the future display market, and the related technologies are gradually taking shape, which has prompted Apple to actively invest in development. In 2016, Apple recruited globally. About 1,400 technicians are dedicated to the research and development of Micro LED technology.

It is worth noting that in order to ensure the mastery of the key technologies of Micro LED, Apple has invested a large amount of US$4 billion to set up a trial production line, tailor-made for miniaturized LED dies, semiconductor packages and driver ICs. Break through the obstacles of Micro LED technology and fully promote the commercialization of Micro LED.

Apple acquired LuxVue, a US micro LED display technology company, in 2014. The industry estimated that the amount is about 300 million to 400 million US dollars. In fact, before the sale of LuxVue, Taiwanese technology companies including MediaTek, Wonderland, AUO and Jingdian have already It is an important shareholder of LuxVue. After Apple bought the LuxVue Taoyuan Longtan Plant, it will serve as a secret research and development base for advanced display technologies such as Micro LED.

The supply chain industry pointed out that Apple chose to set up a factory in Taiwan, mainly because the relevant teams of the Taiwanese industry team had joined LuxVue's early technology research and development. After the establishment of the Longtan factory, they also dig a large number of technical talents such as AUO, Innolux and Qijing. The factory specializes in Micro LED display color difference adjustment technology. Recently, Apple has frequently recruited relevant technical talents and kept key technologies in the US R&D headquarters, which makes the industry's development progress and import planning for Apple Micro LED still foggy.

However, since the Taiwanese industry began to pay attention to this technology as early as 3-4 years ago, some operators will have the opportunity to enter the Apple Micro LED supply chain. For example, the Taiwanese LED chip manufacturer has the largest capacity of red LED. Advantages of technical patents, product performance is second only to the German manufacturer Osram. If Apple adopts RGB three primary color technology, the red LED of Jingdian is likely to become the top 2 suppliers, which is conducive to expanding production capacity.

In addition, a number of equipment manufacturers have developed Micro LED production equipment. The industry expects that the Apple Longtan plant is likely to move into related equipment in 2017, and the relevant supply chain companies hand-picked by Apple are also accelerating the pace of research and development to overcome technical bottlenecks. In line with the specifications of large customers, for example, LED epitaxy must overcome problems such as wavelength and color uniformity.

At present, most of the global LED industry has not developed a stable mass production solution. The industry has reported that Apple's Micro LED technology is close to the commercialization stage of small-sized displays. It is expected that in 2017, a small number of products will be expected to test the market water temperature in the future. After the process is stable, Apple may license the technology and expand it to its suppliers.

Some operators believe that the production schedule of Apple's Micro LED technology is still too early, and AppleWatch may not be the priority import product. Due to the serious color difference of small-size display, Apple may delay importing Micro before the new technology is mature. The point in time of LED technology.

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