On March 4, the rumor of Apple's recent "cancellation project" seems to be a bit much, first disbanding the Apple Car team, and recently Apple stopped the Apple Watch's plan to introduce Micro LED (known as the "future display"). With the cancellation of the Micro LED program, the relevant partner companies also seem to be affected, such as ams OSRAM, LG Display and so on.
On February 28, LED chip manufacturer ams OSRAM(AMS OSRAM) announced the termination of a major Micro LED cooperation case, saying that it will completely re-examine this business.
ams OSRAM is the exclusive supplier of Micro LED chips to Apple, and the company's CEO Aldo Kamper said on a conference call that the customer canceled the project, which is very important to the company, involving Micro LED projects that can be used in smartwatch displays. Based on preliminary estimates, the company expects this to result in loss costs of between 600 million and 900 million euros.
In addition, according to the latest media confirmed that LG Display, which has been jointly developing technology with Apple and forming a Micro LED working group (TF) for the Apple Watch, has also begun to reassign relevant personnel.
According to the news of Chosun Ilbo on March 4, the Micro LED Development TF within the Strategic customer (SC) department of LG Display has recently begun to lay off employees. The task force recently held an information session and announced that it would only accept applications from those willing to take time off. In the future, only part of the team will be retained to continue Micro LED development, and the rest will be transferred to the mass production organization.
Well-known Apple product analyst Guo Mingd «¹ recently analyzed that the project has been In this regard, he explained that the main reason for the cancellation is that Apple believes that Micro LED can not significantly enhance the added value of the product, plus the production cost is too high, and it is not an investment benefit.
According to Guo Mingð« ¹ investigation, Apple has dismissed most of the people in the Micro LED development team, and all Micro LED related plans have no ability This is undoubtedly a major setback for Apple, which hopes to master the next-generation display technology to enhance the competitiveness of its products.
Previously, most of the outside world believed that after the use of OLED panels, Apple's Apple Watch screen will be converted to Micro LED in the next step to improve screen brightness, make colors more accurate, and improve battery life. Most importantly, Micro LED does not have problems like OLED screen branding. The reason why Apple wants to cut into the Micro LED from the Apple Watch' first is that it will be easier and more affordable to start with the smallest screen products; From the previous indications, the original product that will introduce the Micro LED display will be the Apple Watch Ultra, and even the estimated time of publication has been inferred (2024~2027).
But now, as ams OSRAM announced the cancellation of its cooperation with Apple, coupled with the layoff of LG Display MicroLED working group, combined with Guo Mingð «¹ investigation, it means that Apple has no mass production of MicroLED devices in the visible future.
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