Earlier today we heard that Apple were developing some new microLED displays to use in the Apple Watch and also in future iPhones.
At the moment Samsung is one of Apple’s major suppliers for displays, the company is expected to supply the majority of the displays for this year’s two OLED iPhones. This partnership has been beneficial for both companies, with Samsung leveraging its advanced OLED technology and Apple ensuring high-quality displays for its flagship devices.
Apple’s MicroLED Ambitions
Apple is apparently testing out manufacturing of these new microLED displays at a plant in California near its HQ. MicroLED technology is considered the next big leap in display technology, offering several advantages over OLED. These include higher brightness, better energy efficiency, and improved color accuracy. If the company does decide to switch its smartphones and the Apple Watch to these new displays, it could end up costing Samsung billions in lost revenue.
MicroLED displays are composed of microscopic LEDs that form individual pixels. This technology allows for thinner, lighter, and more flexible screens, which could lead to innovative new designs for future Apple products. Additionally, microLEDs have a longer lifespan compared to OLEDs, making them a more durable option for devices that are used extensively.
Impact on Samsung
Samsung is a major supplier for displays for Apple, the company is the market leader in OLED displays and Apple is one of their biggest clients. If Apple stops using Samsung for iPhone displays it could end up costing the company a lot of money. Samsung has invested heavily in OLED technology and has built a significant portion of its business around supplying these displays to various manufacturers, including Apple.
The potential shift to microLED could also impact the broader display market. Other smartphone manufacturers might follow Apple’s lead, further reducing demand for OLED displays. This could force Samsung to accelerate its own development of microLED technology or explore other avenues to maintain its market position.
Moreover, the competition in the display market is intensifying. Companies like LG and BOE are also making strides in display technology, including OLED and microLED. If Apple successfully transitions to microLED, it could encourage these competitors to ramp up their efforts, leading to a more dynamic and competitive market landscape.
In conclusion, Apple’s development of microLED displays represents a significant technological advancement that could reshape the display industry. While it poses a potential financial risk for Samsung, it also opens up new opportunities for innovation and competition. As Apple continues to test and refine this technology, the industry will be watching closely to see how it evolves and what impact it will have on the future of consumer electronics.
Source Sammobile
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