Display market analysts from Yole Développement posted an interesting article, that speculates that Apple and Huawei are looking into microLED displays based on Si-CMOS micro-ICs. This model could have tremendous implications for the display market.
The idea is that the device maker (Apple is likely to be the first to go down that route) will source micro LEDs from LED producers (or produce these in-house) and source microICs from foundries. Apple could then assemble these into its own displays, in-house. This means that in this model there's no room for traditional display makers which could lead to large disruptions in the display market, according to Yole.