Shooting high apple broke one Guo Ming ð « creates forecast in 2019 December, apple will launch in the next 2 to 3 years at least 4 of the Mini LED panel product, including the 2020 third quarter of the new 16 inch MacBook Pro and in the fourth quarter of the new P
▲ Pro Display XDR with Mini LED backlight
A year on, there hasn’t been a single new Apple device with a Mini LED panel. Now, the only device on Apple’s website with a Mini LED panel is the Pro Display XDR Display, which will be released at WWDC in 2019 and start at 40,000 yuan. While the Price of the Pro Display XDR is far from affordable for the general public, Apple has been trying to bring the Mini LED technology to ordinary homes.
Recently Guo Ming ð « creates again predicted that apple will be launched in 2021 number of Mini LED new products, new device using the Mini LED panel Pro and continue on the MacBook Pro From the perspective of supply chain actions, Apple is indeed sparing no effort to promote the maturity of Mini LED technology and lay out the next high-end products. Why does Apple need Mini leds? Is OLED not working well?
OLED, life and cost pain
Most of our mobile phones, tablets and laptops now use LCD and OLED display panels. OLED has advantages such as brighter than traditional LCD panel, higher contrast and light and flexible display due to its organic and self-luminous characteristics. Since it was launched with iPhone X in 2017, IT has been promoted and adopted by a large number of mobile phone manufacturers.
▲OLED for single pixel emission
“Bring a better visual effect for the user” the ideal is very good, but OLED is essentially by lies between positive and negative electrode coating of organic compounds from light, its life is only less than half for LCD backlight LED lamp bead, if OLED screen display the same picture for a long time, can lead to this part of the pixels rapidly aging, which in turn affect the subsequent overall display effect, become the OLED will never escape “burn-in” problem. For mobile phones, OLED panels are a bigger challenge for tablets and laptops with longer replacement cycles.
▲ Because of the long display of the same picture, the iPhone X in stores appears the phenomenon of screen burning
Although manufacturers can use algorithms to change the display to extend the life of OLED panels, OLED screen burning is still not a fundamental solution. In addition, the long-term yield problem of OLED also keeps costs high, and manufacturers basically only dare to carry OLED panels for their flagship products with high profits. Thus, it is the “screen burn” and “cost” that are holding back OLED adoption in commercial displays.
▲256GB iPhone X and XS Max BOM Forms
A 256GB iPhone X with an OLED panel costs $77, accounting for 19.5 percent of the overall BOM, according to a TechInsights report. The larger iPhone XS Max panel also costs more than 18 percent of the overall BOM, making it the most expensive component for an iPhone with an OLED panel. Most of these OLED panels come from industry giant Samsung, which has few rivals in terms of production capacity, and apple has to pay Samsung a lot of money each year to buy OLED panels that meet the requirements.
In 2019, Apple’s iPhone 11 returned to a cheap LCD. In the market, the ultra-high “price/performance” iPhone 11 quickly surpassed its LCD counterpart, the iPhone XR, to become the best-selling iPhone of 2020. But it is also a mixed blessing. Apple has often received contract fines from Samsung for not buying OLeds on a regular basis.
In July 2020, a global leader in display, information service said DSCC because received $950 million from apple lump-sum payment, originally in the second quarter is expected to decline in revenue, samsung, in the latest quarter has realized “profit”, high operating profit of 8.1 trillion won (us $6.6 billion), up 23% from a year earlier, a dozen face the analyst.
In 2020, the iPhone 12 will have a full OLED screen. On the one hand, it will support the full iPhone 12 series of Dolby Horizon video shooting and playing, and on the other hand, it will benefit from the LGD joining the supply chain system supported by Apple. But Samsung’s overall OLED hegemony has not changed. Its over-reliance on Samsung OLED screens has forced Apple to look for a new generation of technology, at which point the Mini LED becomes the new option.
What are the benefits of Mini LED?
For Apple, the Mini LED is at the bottom of the development cycle and is not yet ready for commercial use. If we can follow up the development in the early stage, we can avoid the fear of being dominated by Samsung hegemony in the OLED era. Meanwhile, we can support several supply chains and maintain higher bargaining power in the later stage. According to a guangfa Securities report, Apple’s Mini LED backlight supply chain includes a number of manufacturers, including SAN ‘an Optoelectronics, Jingdian, Taibiao Electronics and Ruiyi.
Mini LED, the professional name of the inorganic LED, also known as the LED light. In 2018, 44 percent of LED applications in China were in the general lighting sector, enjoying a reputation for energy efficiency and long life.
Imagine if each colored LED bead were shrunk to the size of a screen pixel, the resulting panel would have the same characteristics as an OLED: pixel self-lighting, viewing Angle of 180°, higher resolution, lower power consumption, longer life, and no screen burning. Why not?
But the ideal state of the LED display above is called a Mirco LED, not a Mini LED, or all of it. We can simply understand that the Mini LED has a larger bead than the Mirco LED and requires a larger mixing spacing. If Mini LED is made into a direct display panel, the limit of point spacing for RGB self-illumination display application is basically 0.5mm at present. If it is made into a 4K screen, the whole screen size can reach more than 85 inches. Moreover, a large number of LED chips are used, which makes the screen cost extremely high.
▲ Apple Pro Display XDR
So how did Apple use the Mini LED on its 32-inch, 6K Pro Display XDR Display? The answer is to make it LCD backlit. Inside apple’s Pro Display XDR Display, 576 blue LED beads are used to create 576 free-brightness dimming areas, which are significantly improved in brightness and contrast, along with the panel’s own sharpness and brighter backlighting, resulting in a super-high level image.
Mini LED can be regarded as the intermediate product leading to Micro LED, which generally refers to LED products with grain size between 500 microns and 50 microns, while the extreme Micro LED usually refers to grain size with chip size below 50 microns. Before Mini LED, there is also a kind of LED with small point spacing between 2.5 mm and 500 microns.
Chart Source: Alchemical Capital
At present, the small distance between the LED has got extensive application in the commercial LED display backlighting, and Micro LED is on huge amount transfer link still not form effective mass production ability, the Mini LED also remaining cost and technical barriers and chip production capacity is insufficient, but as the upstream manufacturers to complete the production release, the Mini LED will have broad prospects for growth, high-end display will become the biggest application fields.
Leading to the meaning of Micro LED
Since 2019, Mini LED has emerged in the high-end commercial field. Apple, TCL, Hisense, Asus, AU, BOE and BOE have launched Mini LED backlight or similar technology of TV, display, VR and car display and other terminal products. In April 2020, Minxing released its first Creator17 laptop with a Mini LED display, which achieved a 1000 Nit 4K resolution P3 gamut display, while it seemed only a matter of time before the smaller 10 – to 12-inch iPad Pro used a Mini LED panel.
▲ Microstar Creator17▲ Microstar Creator17
On the other hand, Samsung has also introduced QLED TVS on its TVS that don’t burn, as well as using the latest Mini LED chip technology. South Korean media reported that Samsung has invested 40 billion won to build more than 50 mini LED backlight module production lines in Vietnam, and is expected to officially launch the Mini LED TV in 2021.
▲ Samsung 146 “The Wall” with a Mini LED direct display
At CES 2018, Samsung also showed off a 146-inch MircroLED TV called The Wall, which is up to 2,000 nits bright, bezel free, and modular to break past size limits. For its own products, Apple chose to cooperate with au and Jingjing, two upstream companies, to integrate into a holding entity through stock exchange, and fully develop Mini/Micro LED.
When display technology develops to a certain extent, it will drive the industry to popularize new visual standards, and the effect of different displays is expected to move toward unification. In this environment, visual artists can freely display their creativity, and the general public can embrace more realistic visual effects, which is the real meaning of scientific and technological progress.