iPhone X ship delay, MicroLED commercial feasibility of how?

MicroLED debut at the 2012 CES, when Sony launched the "Crystal LED Display", this Taiwan seems to be no different with the general TV products, at that time is a collection of cutting-edge technology expensive. But to seize the market attention, Sony has been slow to continue to do, but waiting for a full four years have a new action.

 

Followed by the introduction of Sony's stitching display, also follows the use of Crystal term, called CLEDIS, this product is Sony claims to achieve mass production in 2017 products. MicroLED has rarely talked about the commercialization of the problem, because many problems are not resolved.

 

Following Apple's latest release of the iPhone X cost of up to 80 dollars after AMOLED, online Jun that MicroLED cost will hinder its development will not be established, and MicroLED has a lot more than OLED excellent.

 

Cost Analysis of MicroLED Commercialization

 

According to a recent news, the cost of the iPhone X BOM shows that the use of the Samsung 5.8-inch AMOLED panel needs $ 80 (about 530RMB). According to online Jun estimates, a 5-inch MicroLED panel prices around 100 US dollars (665RMB), equivalent to 5.8 inches is expected to 110-120 dollars.

 

This is the market open analysis of the price of professionals, not to mention how close the price, but you can see how big the gap between the two. If MicroLED technical problems are resolved, at least the cost of the feasibility is no problem.

 

In the past, Sony launched MicroLED TV, although technology is considered black technology, but commercial has been pain. The reason why has not been applied, in the final analysis because of the cost. If MicroLED product prices with the current price of OLED is not a big gap, at least you can determine the price of goods in the terminal consumer market recognition is not out of reach.

 

Not to mention MicroLED is Apple's own investment in the technology, if Apple's own production MicroLED screen, then the price and purchase Samsung OLED screen at least will be closer, because Samsung needs to make money on the screen, but also to limit Apple's own Product competition. Whether from the competition between enterprises or technology point of view, MicroLED commercial feasibility is still great.

 

Of course, at this stage more of the product itself is the commercial technical problems. Whether it is the most difficult to transfer or LED light color consistency, as well as maintenance and product testing and so on, are the current business needs to solve the problem. But the mass production of the market acceptance is not its hindrance.

 

MicroLED commercialization of the layout of business analysis

 

In fact, MicroLED much market concern is the beginning of 2014 Apple acquired LuxVue, coupled with the then LED companies involved in large-scale Red Sea war, Taiwan's LED industry by the mainland enterprises continue to squeeze, making MicroLED become the LED industry's life-saving Medicine, a time to attract many Taiwan enterprises and foreign giants involved.

 

Which represents the event for Facebook's Oculus acquisition InfiniLED, Kang new 35 million US dollars investment Ostendo, Hon Hai and Sharp rushed into MicroLED busy eLux, Google 9924 million investment in Sweden MicroLED manufacturer Glo and so on.

 

Although the international manufacturers have the layout of the giant, and the size and participants are increasing, but if the industrial chain point of view, the current layout MicroLED manufacturers to chip the most, mainly crystal, Ronda, San An, Osram, Asia, CREE such LED manufacturers, followed by Apple, Sony, Google and other terminal display plant.

 

In this field of MicroLED, in addition to these, as well as from the United Kingdom University of Strathclyde split the company mLED, TexasTech University, CEA-Leti, from the University of Illinois spin-off X-celeprint, are also active Developed MicroLED technology.

 

Taiwan is a lot of manufacturers have invested in technology research and development, including semiconductor start-up companies, a Taiwan Institute of Technology, AUO, Qunchuang, crystal power. While the mainland manufacturers are basically in the wait-and-see stage, a few in the layout, which has a new shares in the United States MicroLED chip Ostendo layout VR; and Huaxing, CEC, BOE and a number of panel factory is still in the project review stage.

 

So regardless of the cost of commercial products from the point of view or from the enterprise layout, MicroLED is not impossible, but at this stage we can choose the product both performance and cost are superior. There is no doubt that the new technology will take some time to deposit. For MicroLED, we have seen at least two years there are many companies in the layout of the transitional MiniLED, including some of the large domestic terminal plant.

 

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