Monday, March 19th 2018
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Display Stocks Tank as Apple's Secret Display R&D and Manufacturing Facility Surfaces
Stocks of prominent display panel manufacturers such as LG Display, Sharp, and Samsung, tanked 4.4 percent on Monday, as reports emerged of Apple secretly developing its own screens and manufacturing them, for the first time. Apple has a secret Silicon Valley facility hiding in plain sight, located in Santa Clara. This facility is where cutting-edge research and development into micro-LED display panels is underway, along with small-scale manufacturing, just enough for Apple to rapidly prototype products under development, with new displays, before its display suppliers even have access to the technology.
Bloomberg comments that the facility is part of Apple's ambitious plan to bring development of key components of its products in-house. It also enables Apple to keep all new intellectual property obtained during the development to itself, so its suppliers can't bring IP they hold to their pricing negotiations with the company. Its R&D focus currently appears to be micro-LED technology, which will enable smaller and more pixel-dense screens, particularly for the Apple Watch.
Source:
Bloomberg
Bloomberg comments that the facility is part of Apple's ambitious plan to bring development of key components of its products in-house. It also enables Apple to keep all new intellectual property obtained during the development to itself, so its suppliers can't bring IP they hold to their pricing negotiations with the company. Its R&D focus currently appears to be micro-LED technology, which will enable smaller and more pixel-dense screens, particularly for the Apple Watch.
34 Comments on Display Stocks Tank as Apple's Secret Display R&D and Manufacturing Facility Surfaces
Also I am wondering how badly Apple will open itself to patent litigations from Samsung/LG/Sony/AUO and others if they start making displays based on existing technologies.
en.wikipedia.org/wiki/Crystal_LED
This is like GM saying "we're not going to source turbos from Garrett, we'll design and build our own." (and that decision hitting Honeywell stock).
Apple comes out with some new or cool or updated tech, that is VASTLY overpriced, but still awesome, and everyone else eventually copies or catches up, in order to compete.
I don't mind Apple coming out with the tech first, as long as it eventually gets to other companies, at actually affordable prices for mainstream consumers.
Here I was thinking that in the year 2018 we would finally stop hearing this same old Apple mantra over and over again. I guess I was wrong...
Apple is not the uber, super innovative company, now, but they have pushed the other companies to do better, and do more, even if just in small increments, and bits and pieces.
In house is always better imo.
The more you own the more you get to collect..
It creates competition and competition lowers prices..
Never thought I'd say this...Go Apple!
Also, pixel density is specially important in art and photography. At least Apple knows its target, good thing for them.
So, phones are out of the question in this regard as they have peaked its potential to their limits few years ago. It's just who can piss further with the longest male organ. Only thing that needs addressing is bringing 1080p to budget phones since most is still stuck at 720p. Other than that, nope.
Where Apple is aiming are desktop monitors and laptop monitors. For consumers, it's again pissing distance competition, only ones that really need or care about high pixel density are graphic designers.
I went from a 50" 1080p for a monitor to a 27" 1080p monitor and the density difference was immediate and huge (same sitting distance.)
The number of TV's 4K, HDR, and some that feature freesync/enhanced sync was none before, but it will become commonplace, all driven by the technical ability. Which is far superior to my old 350Mhz K6-2, with a Cirrus Logic adapter, running 64MB of memory for Windows 95 and 36.6K internet connection on a 13" CRT.
Do you want to know what stupid high pixel densities do on mobile phones? Nothing. You can't see them, GPU is more taxed because it has to process more pixels outputting lower famerate in mobile games and it drains more battery as a result. For no actual benefits. Driving "innovation" just for the sake of innovation is a retarded waste of resources. Innovation for realistic benefits has never been a problem or argued against. Never. No one ever argued 4K as unnecessary on 60" TV's. Because at such sizes, it matters. It doesn't matter on 5" devices. Do you get it now? Probably not.
i am now using one 15" laptop screen at 1920 x 1080, and two 27" 2560 x 1440 at work, and the 27" are far more comfrtable to use than the tiny pixeled 15"
the diffrence betwen 2220 x 1080 and 2960 x 1440 on a S8 is so smal that samsung ships it with the lower relsultion enabled as standard, even tho the screen supports 2960 x 1440, to save battery.
Their stocks would have to drop a lot more than 4.4 percent to qualify as "tanked".If you cant tell the difference between 720p or 1080p or 1440p on a cell phone than you have serious issues.
techdissected.com/ask-ted/ask-ted-how-many-ppi-can-the-human-eye-see/ Actually yes they do because wait times cost us a huge amount of time and money.
jlelliotton.blogspot.com/p/the-economic-value-of-rapid-response.html