Bloomberg reports that Apple has big plans to reduce its reliance on screen suppliers. Shot to develop the equipment parts by myself. Samsung and LG will phase out microLED screens by 2024, starting with the Apple Watch first, followed by the iPhone next.
According to insiders, Apple is aiming to replace the display. It’s a self-developed screen for the high-end Apple Watch by the end of next year. After that, follow it on the iPhone.
This approach will allow Apple to control the design. and further determine the capabilities of the product Since it stopped using Intel to design chips. And it spins to design the chip itself, which is the M1
On the Samsung side, it is a technology company that is good at both software and hardware, with a wide range of electronic products, including mobile phones, smart TVs, home appliances. And there’s also the Display sector, where Samsung is a supplier to Apple, even though the two are in fierce competition in the mobile phone market. Samsung is also reportedly the main supplier of the iPhone 14 screens.
LG also manufactures screens, and Apple is a key partner, accounting for 36% of LG Display’s revenue. In addition to Samsung and LG, Apple also uses screen suppliers from other companies such as Japan Display. Inc., Sharp Corp. and BOE Technology Group Co.
In addition to the screen It is also reported that Apple will develop its own modem chips. as a key element of communication, reducing reliance on Qualcomm and Broadcom
So it’s an attractive move for Apple as it’s a huge shift in suppliers. and the trend is more self-sufficient
Apple has been trying to reduce its reliance on third-party displays since 2018, codenamed T159, and aims to transition to larger microLED displays as early as 2020, but has run into technical issues. Instead, focus on the small screen of the Apple Watch device.
In addition, budget for new technology research It’s a big budget for Apple: by 2022 alone, the company has invested $ 26 billion in research such as car systems, headphones, health software. And the screen is also part of this budget.
Even if Apple designs the display itself But it is still likely to rely on external suppliers for production. But it’s not too difficult. The company has a 62,000 square foot facility in Santa Clara, California, just 15 minutes from its Apple Park headquarters.
source: Bloomberg 1 2, 9to5Mac
