1. Apple's microLED patent portfolio portfolio size / strength / depth of the world's first;
According to a report published by Yole Développement and its partner Knowmade at the beginning of 2018, Apple is launching a large number of microLED IP R&D work. In this patent situation analysis, Apple has more than 60 patents on microLEDs. The scale, strength and depth of its product portfolio ranks first in the world.
Yole technology and market analysts pointed out that Apple has been committed to IP development to master all the key elements of the new microLED display technology. If successful, Apple will quickly establish a supply chain. At present, most of the development work is focused on transmission, assembly and interaction. Connected, has more than 40 patents.
The enablement of microLED displays requires the integration of three main technology types: LED, substrate (glass-based or Si-CMOS) and chip-transfer, and the supply chain is complex and lengthy compared to traditional displays. Each process is very important and effectively manages every aspect Challenging. There is currently no single company that can perform on these multiple technologies and can vertically integrate all components.
2. Apple attack dual R helmet mining 8K monitor;
Informed sources pointed out that Apple is developing a helmet that can use Augmented Reality (AR) and Virtual Reality (VR), and intends to use an 8K display in this helmet, which has a resolution even higher than the best technology TV on the market.
It is reported that Apple named the plan as "T288". The plan is still in its early stage, but it is scheduled to be completed in 2020. The supply chain including Quanta and Kecheng are expected to participate in the research and development process and become the main apple helmets of the future. One of the supply chain.
Foreign sources pointed out that Apple has recently been looking for Quanta, Kecheng and other domestic technology companies to carry out preliminary product development discussions. It is immediately looking forward to the supply chain to R&D. As Quanta is the most active, it is considered by the market as the most likely to grab the future. Apple AR product OEM single assembly plant.
Economic Daily provided
In order to pre-empt the apple helmet supply chain, it was reported that Liang Xiaozhen, the vice chairman of Quanta, had secretly organized a team of 1,000 people to carry out product research and development to win orders for the assembly of Apple's AR products. Liang Xizhen publicly pointed out that AR applications are absolutely In the future technology trend, Quanta has begun to cut into R&D. “Nevertheday Quanta becomes an optical company, don’t be surprised.”
In fact, over the past year, Apple has actively promoted the AR technology of iPhone and iPad. Apple CEO Cook once said that the application of AR is bigger than VR, partly because AR allows users to be closer to the current environment. How, for Apple, it is very important to extend the reach beyond the iPhone and the weak cell phone market. The iPhone is Apple's current Golden Chicken.
At present, Apple has engaged in some small-scale VR projects. This helmet project is the company's first investment in this area. As for AR, more and more technology companies, including Google and Facebook, are optimistic about the future development of the technology.
According to sources, Apple’s helmets will be connected to a matching box through high-speed, short-range wireless technology. This box is powered by a customized Apple processor. The processor is comparable to the brains of AR and VR helmets. Its power is high. Currently all similar products on the market. Economic Daily
3. Television drives AMOLED shipments to grow more than four times in 2024
As market demand for wide-gamut TVs increased, shipment volume of AMOLED TV panels grew. It is expected that by 2024, the shipment area of AMOLED panels will grow by more than four times compared to 2017. All manufacturers have also started Layout, developing various wide color gamut manufacturing technologies for OLED TVs.
According to IHS Markit, a marketing agency, total AMOLED panel shipments in 2017 were 5 million square meters. With the continuous growth in demand for AMOLED TV panels, it is expected that by 2024, the shipment area will increase fourfold to 2,240. Million square meters.
In 2016, AMOLED TV panels had a shipping area of approximately 800,000 square meters, which doubled to 1.6 million square meters in 2017. This makes AMOLED's total shipment area from 3.8 million square meters in 2016. It has grown to more than 5 million square meters in 2017, an increase of more than 30%. In total AMOLED panel shipments, the proportion of TV panels also increased from 21% in 2016 to 32%.
Jerry Kang, Senior Principal Analyst at IHS Markit Display Research Division, said that since 2016, demand for AMOLED TV panels has grown due to the increase in demand for wide-gamut TVs. Many TV brands have started to promote their own AMOLED TVs and use AMOLED TV as their flagship. High-end products. In 2017, ten international TV brands have started shipping OLED TVs. In addition, 15 brands are planning to launch OLED TVs in 2018. All TV brands are trying to increase the market penetration of OLED TVs. .
Jerry Kang further explained that TV unit shipments have been declining for three consecutive years since 2015. Now TV brands are focusing on increasing revenue, not simply increasing unit shipments; and AMOLED TVs provide more A high degree of discrimination and a wide color gamut indicate that it is expected to assist the industry in boosting revenue.
Jerry Kang predicts that by 2024, shipments of AMOLED TV panels are expected to reach 12.5 million units. Many panel makers are also looking for opportunities and are trying to develop inkjet process, quantum dot materials and so on. New Electronics