After Apple gave up building cars, it also gave up Micro LED screens. Will the development of the new display industry be affected?

After Apple gave up building cars, it also gave up Micro LED screens. Will the development of the new display industry be affected?

On March 4, according to foreign media reports, after Apple abandoned its car project code-named "Titan", news emerged that Apple had abandoned its plans for the Micro LED screen Apple Watch Ultra. Apple's abandonment of the Micro LED screen plan comes from well-known Apple product analyst Ming-Chi Kuo, who also pointed out that ams Osram is a supplier. "My latest investigation shows that Apple has canceled the development plan for Micro LED Apple Watch," Guo Ming-Chi said on social media wrote. "The reason is that Apple believes that Micro LED cannot significantly increase the added value of products, and the production cost is too high, making the investment uneconomical."

Judging from foreign media reports, Apple has not only canceled the research and development plan for the Micro LED screen Apple Watch Ultra. Ming-Chi Kuo said that Apple has canceled almost all plans to use Micro LED screens. Ming-Chi Kuo further said, "Apple has laid off many people in the Micro LED development team, and currently there are no Micro LED-related projects in sight." Just like abandoning its car plan, Apple's abandonment of plans related to Micro LED displays will undoubtedly be an unexpected event for the LED display industry. What impact will it have on the industry?

I. Market Impact

First of all, Apple's abandonment of Micro LED screens may lead to changes in market expectations for the LED display market. This move may be considered a setback for Micro LED technology in commercial applications, which may cause investors to worry about the prospects of Micro LED displays and evaluate and adjust their investments. This may affect the research and development and marketing of Micro LED displays. Secondly, Apple is a globally renowned brand, and its decision will have a certain demonstration effect on the market. Other manufacturers may be inspired by this decision and increase their research and development and promotion of other display technologies such as OLED. Therefore, the competitive landscape of the LED display market may change.

II. Technology and Development Impact

Apple is one of the pioneers in promoting innovation in LED display technology. Its abandonment of Micro LED technology may have an impact on the direction and speed of technology research and development in the entire industry. This may lead other manufacturers and research institutions to increase their research and development efforts on Micro LED to fill the market gap. As an emerging technology, Micro LED screens have potential in terms of display effects, energy efficiency, and production costs, but there are still technical challenges and difficulties. Apple's abandonment may slow its progress in these areas. Suppliers of equipment, materials and technology required to develop Micro LED screens may face smaller market demand, which may cause these suppliers to adjust their business strategies or reduce investment. Micro LED technology has been regarded as the next important breakthrough in the display industry and has attracted a large amount of investment before. However, Apple's decision may lead to reduced financing and investment willingness in Micro LED technology. In addition, Apple’s abandonment of Micro LED screens may also have an impact on investment in other related technologies and fields. Investors may re-evaluate investment opportunities in other display technologies (such as OLED, QLED, etc.) or other fields (such as artificial intelligence, virtual reality, etc.).

III. Supply Chain Impact

Apple plays an important role in the LED display supply chain, and its decision to abandon Micro LED screens may affect suppliers of Micro LED screen-related materials and components. This means that suppliers in the Micro LED screen supply chain may face reductions or cancellations of orders, thereby affecting their production and operations. At the same time, Apple's decision may also lead to adjustments in the supply chain of other LED display technologies. If other manufacturers or competitors switch to other display technologies such as OLED, their related supply chains may face new challenges and opportunities, requiring re-evaluation of supplier relationships and supply chain layout.

Micro LED is considered to be the next generation of ultimate display technology. This is the consensus of the industry. In order to accelerate the commercialization process of Micro LED technology, the bottleneck problem of Micro LED technology still needs to be solved urgently in the display industry. Specifically, its industrial chain includes chips. Issues such as manufacturing, mass transfer, full colorization, inspection and repair. The miniaturization of Micro LED chips has also made traditional manufacturing technologies no longer applicable. All aspects of chip preparation are facing new technical challenges, and costs remain high, which also restricts the current penetration rate of Micro LED chips. In recent years, manufacturers at home and abroad have been committed to breaking through the technical pain points in different links of the Micro LED industry chain and seeking better solutions. Apple's decision to abandon Micro LED screens will undoubtedly have a certain impact on the LED display industry. In this case, how should the LED display industry respond?

First of all, the LED display industry needs to strengthen technological innovation. Although Apple has given up on Micro LED screens, this does not mean that LED technology has no future. On the contrary, LED display technology still has huge potential. As long as the industry continues technological innovation, it will be able to develop more advanced and competitive products. Therefore, the LED display industry needs to continuously invest in research and development to improve key indicators such as resolution, brightness, and color reproduction of LED displays to meet changing market demands.

Secondly, the LED display industry needs to focus on cost control. Apple's abandonment of Micro LED screens is related to cost factors, because the manufacturing cost of Micro LED technology is relatively high. Therefore, the LED display industry needs to focus on reducing production costs and improving production efficiency while technological innovation to improve product competitiveness.

In addition, the LED display industry needs to strengthen marketing and brand building. As a well-known global brand, Apple’s decision will have a certain impact on the entire industry. The LED display industry needs to enhance its visibility and reputation through marketing and brand building, and establish its own brand image to stand out in the market competition.

Although Apple's abandonment of Micro LED screens has had a certain impact on the LED display industry, these effects may be temporary, but the LED display industry still has broad development prospects. LED display companies must actively adapt to market changes, increase investment in research and development of LED display technology, optimize layout, better expand the market, and expand market share to meet the needs of different customers, help companies continue to grow, and achieve sustained health of the display industry develop.