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It is said that Apple will lay out the production line for AR products, and micro display suppliers will be ready

Share with friends and circle of friends with wechat scan QR code < / P > < p > < / P > < p > Author: Qian Tongxin editor: Le Yan < / P > < p > with the development of 5g technology, apple accelerates the launch of < a target = "_ blank" href=" https://news.163.com/news/search?keyword=AR "> ar < / a > the device is" ready. ". Micro < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%98%BE%E7%A4%BA%E5%99%A8 "> display < / a > upstream supply is ready to start, although it still needs fine adjustment in product adaptation, technology iteration and other aspects. < / P > < p > Apple's first AR product may be released in the next two years or so. According to the latest news, apple is cooperating with TSMC to layout micro < a target = "_ blank" href=" https://news.163.com/news/search?keyword=OLED "> OLED < / a > display. This is expected to drive the iteration of new technologies in the whole display industry. According to the report, apple is developing micro OLED displays, which are less than one inch in size. Apple did not comment on the cooperation. < / P > < p > but with the development of 5g technology, apple is ready to accelerate the launch of AR devices. The upstream supply of micro display is ready to develop, although it still needs fine adjustment in product adaptation, technology iteration and other aspects. < / P > < p > micro OLED is silicon-based OLED, which is thinner, smaller, lower power consumption, higher color contrast and faster response speed. With the advantages of OLED, silicon-based OLED is expected to become a micro display solution for AR glasses in the future. < / P > < p > the industry speculates that the micro OLED display may be used for the first apple ar glasses. Apple glasses may also become the next generation of wearable devices released by apple after airpods. Apple has made technical reserves for launching this product for many years. < / P > < p > Apple released a series of AR tools at the WWDC developer conference in 2019. The industry also predicts that Apple may be developing a number of AR related products at the same time, including smart glasses that can wirelessly connect to the iPhone. After users put on glasses, they can present movies, maps and other contents. After taking off their eyes, these ar functions can be displayed on the iPhone immediately. < / P > < p > the industry believes that it may take several years for micro OLED to enter industrialization from trial production to final mass production. "At present, the maturity and price advantage of the supply chain of micro OLED and micro LED are relatively insufficient. In the future, improving the production capacity of the industry will become the inevitable trend of the development of this technology," Liu Huilian, an analyst at omdia, a research institute, told China first financial She predicts that it will take at least two years for the industry to mature. < / P > < p > "at present, the main energy of panel manufacturers is still focused on LCD and OLED, and the mass production of micro led and micro OLED needs to establish a new supply chain system different from the traditional system. Only when the production line investment is really implemented, can mass production be started on a large scale." Liu Huilian told the first financial reporter. < / P > < p > in the field of micro OLED, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%B4%A2%E5%B0%BC "> Sony < / a >, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E4%B8%89%E6%98%9F "> Samsung < / a > and other enterprises still dominate. Extending its tentacles into a new generation of displays, apple is also expected to reduce its dependence on Samsung and other manufacturers. Liu Huilian told China first finance and economics that micro display is a display technology representing the future development direction of the industry. Samsung, Apple's biggest competitor, is also making efforts and positioning its products at the super high end. < p > < p > according to an analysis of a research report of China Merchants Securities last year, "Samsung, Apple's biggest competitor, has an absolute control over the small-size OLED panel market with a market share of more than 90% Another data shows that Sony has more than 50% market share in the field of consumer grade ar headgear. < / P > < p > domestic panels are less involved in the field of micro OLED. BOE, one of the largest panel manufacturers in China, has determined the micro OLED equipment supplier as early as two years ago. The company said in July last year that its micro OLED production line in Kunming is in good operation, has realized small batch production, and its production capacity is climbing. < / P > < p > with AR equipment gradually becoming the mainstream, the industrial chain will usher in an explosive period. According to the data of global market insights, the market size of AR products will reach US $165 billion by 2024, with a rapid growth rate of 80%.


2023-03-22 10:04:28

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