Apple, one of the world's largest companies, develops consumer electronics and computer software, and the company also develops a wide range of next generation technologies.
In 2014 Apple acquired LuxVue Technology, a startup company that developed Micro-LED based displays. LuxVue raised $43 million in funding prior to the Apple purchase. Apple continues to research and develop Micro-LED technologies and established a research and production facility in Taoyuan, Taiwan.
in 2017 reports suggested that Apple intends to start low-volume production of Micro-LED devices by the end of the year, with mass production commencing in 2018 (in-house or at production partners, which makes more sense). Apple's first goal is to adopt Micro-LED displays in smart watch devices.
The latest Apple MicroLED news:
According to a report from Taiwan's Economic Daily news, a new mini-LED and micro-LED display factory is under planning in Taiwan's Hsinchu Science Park. The new fab is built by Apple (who will invest $334 million) in collaboration with AU Optronics and Epistar.
According to the report, the Science Park Administartion approved Apple, Auo and Epistar's plan on February 18. The new fab will act as an expansion of Apple's existing display center in Taiwan.
Yole Developpement reports that about 5,500 microLED patents (2,500 patent families) have been filed, by more than 350 organizations. The rate of patent filing is growing exponentially - 40% of the patents were filed in 2019.
According to Yole, the recent patent filing shows that the industry is moving from prototypes to commercial consumer displays. Other notable new finding include that startup companies are a major innovation force, Apple is slowing down with its IP (but this could mean that the company is now focused on commercialization), and Samsung pursues multiple development tracks. BOE is another strong microLED IP player, with almost 150 patent familiies filed in 2019.
Market analysts at Yole Developpement say that microLED shipments will reach over 125 million panels by 2027. In their aggressive scenario, shipments will reach almost 450 million.
Yole says that microLED technologies are advancing rapidly - and on all fronts, but there are still many challenges to overcome before mass production arrives. MicroLED makes a strong case for the AR, smartwatch and automotive market. For the smartphones and TV markets it is less clear whether MicroLEDs could succeed.
According to Taiwan's Economic News Daily, PlayNitride and RiTDisplay are in talks with Apple to supply microLED displays for Apple's next-generation Watch wearable.
These are just rumors at this stage, but END says that PlayNitride confirms it is in talks with US customers regarding a 3" full-color Micro-LED display. This interesting as this is not a display we are used to see in most mobile devices - wearables are usually limited to around 1.5" while smartphones today start at around 6".
Market research firm Yole Développement has been following the Micro-LED market for some years with some very interesting insights and forecasts.
Yole's technology & market analyst Zine Bouhamri was kind enough to discuss Yole's Micro-LED views with us. Mr. Zine is is a member of the Photonics, Sensing & Display division at Yole and he's deeply involved in the business development of the Displays unit activities.
n-tech Research says that the Micro-LED market will emerge in 2019, with sales reaching $2.7 billion. The market will grow very quickly to reach over $70 billion in 2027.
n-Tech says that the immediate markets for Micro-LED displays will be near-eye displays (AR/VR), automotive HUDs and projectors - as these will benefit mostly from the small size, low weight, high brightness and high resolution of Micro-LED displays. Wearables (smartwatches) is another lucrative market (n-Tech sees $1.6 billion in smartwatch Micro-LED display sales in 2022).
PlayNitride to setup a $17 million Micro-LED production facility, reportedly in talks with Apple towards Micro-LED collaboration
Digitimes reports that Taiwan's Ministry of Science and Technology approved PlayNitride's application to setup a NT$500 million (US$17 million) production facility at Hsinchu Science Park.
PlayNitride aims to produce micro LEDs, display modules and panels at its new facility at Hsinchu. According to Digitimes, Apple is in preliminary talks with PlayNitride towards a possible Micro-LED technology cooperation.
Digitimes: Apple is collaborating with TSMC on Wearable/VR/laptop Micro-LED displays, first displays will enter production by early 2019
Earlier this month Bloomberg reported that Apple is progressing with its Micro-LED development project, and has already managed to produce promising display samples. Now Taiwan's Digitimes reports that Apple is collaborating with Taiwan Semiconductor Manufacturing Company (TSMC) towards mass production of Micro-LED panels.
Apple and TSMC are focusing on small-sized micro-LEDs on silicon based backplanes, targeting both wearable devices and AR applications. The Micro-LED microdisplays for AR applications will be around 0.7-0.8 inch in size, while the wearable panels will be larger at 1.3-1.4 inch.