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Apple's MicroLED Dream: What It Means for the Apple Watch and Beyond

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Apple is supposedly planning build MicroLED screens into future Apple Watch models — in 2024 or 2025, according to a January 10 report report of Bloomberg. The move would continue Apple’s progression of using the company’s own parts in its products without having to rely on components from outside suppliers. Another report from Mark Gurman this week said that Apple is currently working on an all-in-one chip that handles Wi-Fi, Bluetooth and cellular networking. The company’s internal silicon already powers the iPhone, iPad, Mac, Apple Watch and Apple TV.

With all of these efforts, Apple’s ultimate goal is to have greater control over future products with less risk of delays and setbacks that are beyond the company’s control. With displays in particular, this shift could affect the financial prospects of vendors like Samsung Display and LG Display, which supply most of Apple’s current panels.

But as it stands today, if you’re buying the Apple Watch Series 8, Ultra or SE, you’re already getting a smartwatch with a bright and vivid display. So it’s worth examining what benefits – if any – this next-gen MicroLED technology would bring to Apple’s wearables and other devices.

A close-up photo of Samsung's MicroLED module.

a:hover]:text-gray-63 text-gray-63 dark:[&>a:hover]:text-gray-bd dark:text-gray-bd dark:[&>a]:text-gray-bd [&>a]:shadow-underline-gray-63 [&>a:hover]:shadow-underline-black dark:[&>a]:shadow-underline-gray dark:[&>a:hover]:shadow-underline-gray”>Photo by Chris Welch / The Verge

Often hailed as the next big leap for display technology after OLED, MicroLED screens offer many of the same benefits. The image is generated by millions of individual light-emitting diodes that provide per-pixel dimming; each can turn off to produce perfect blacks. This results in the unrivaled contrast we’ve enjoyed in OLED TVs and smartphones for years; more recently, OLED is increasingly used in tablets, laptops and desktop monitors.

But the O in OLED stands for “organic” and actually that’s one of the downsides. The organic compound in OLED screens has a limited lifespan and still comes with at least some chance of permanent burn-in – even if that’s only a factor in high-end modern TVs. Overall brightness also fell short of the best LCD TVs that use Mini LED backlighting and local dimming to try to get a striking distance away from OLED’s excellent contrast at a higher sustained brightness.

Samsung Display and LG Display have both made significant progress with brighter OLED panels over the last couple of years – QD-OLED in the case of Samsung – but MicroLED promises even higher luminance without the issues of panel burn-in or degradation. Samsung has shown MicroLED displays that reach 4,000 nits of peak brightness, which is roughly double what the best OLED and LCD TVs are capable of right now. That’s a level of pop that would hold none environment. Like the iPhone 14 Pro and Pro Max, the Apple Watch Ultra tops out at 2,000 nits in bright outdoor environments. That’s still very bright and perfectly visible in sunny conditions, but the MicroLED could up the game even further.

If there’s one company that has so far led the way with MicroLED, it’s Samsung. The company provided an update on the situation at CES 2023. Whether you’re a display nerd or general tech enthusiast, the video below is well worth watching to understand more about MicroLED’s benefits, modularity, and how it all works. You’ll learn a lot in less than eight minutes.

In that voiceover, you will hear this key phrase: “MicroLEDs have unlimited scalability as they have no resolution, no bezel, no aspect ratio, and even no size. This means that the canvas can be freely resized in any way you want to use it – like a building block.” MicroLEDs are placed in modules that can be perfectly matched in any shape or size. In addition to being self-emissive, MicroLEDs also individually produce red, green, and blue colors without needing the same backlight or color filters as conventional monitors. Thus, the monitors can produce perfect colors and improved color brightness. As with QD-OLED, this superior color luminosity makes the entire screen appear brighter to your eyes.

Because MicroLED technology is still so new, it’s outrageously expensive for early adopters. Want to install Samsung’s The Wall in your home? You are looking at $800,000. Therefore, it is critical that these displays spread and reach more products so that costs come down – both for the manufacturer and for consumers.

Not exactly. Bloomberg reports that MicroLED screens “will be Apple’s first screens designed and developed entirely in-house,” but that doesn’t mean the company will suddenly start making tens of millions of these panels. As always, Apple will rely on manufacturing partners to produce whatever is currently in development. The company “conducts test manufacturing of the screens” at a facility in Santa Clara, Calif., according to the report, but eventually, the mass production task will go to a supplier. This is how it works with the company’s other monitors. For example, Apple comes up with a design and specification for iPhone panels and delivers them to the Samsung Display and LG Display.

In fact, when I visited LG Display’s suite at CES last week in Las Vegas, there was an iPhone 14 Pro Max in plain sight as an example of the company’s OLED manufacturing prowess. My first thought was “uh, did Apple approve of this?” Secrecy and all. And my second thought was “nobody else is being coy about this stuff”.

A photo of an iPhone 14 Pro Max lying on a table.

a:hover]:text-gray-63 text-gray-63 dark:[&>a:hover]:text-gray-bd dark:text-gray-bd dark:[&>a]:text-gray-bd [&>a]:shadow-underline-gray-63 [&>a:hover]:shadow-underline-black dark:[&>a]:shadow-underline-gray dark:[&>a:hover]:shadow-underline-gray”>Photo by Chris Welch / The Verge

But because MicroLED is such a new and sophisticated technology, it brings new challenges that are not present with traditional LCD and OLED panels. Apple has been at this for some timeand apparently, the original goal was to start including MicroLED screens in Apple products as early as 2020. “But the project languished due to high costs and technical challenges”, per Bloomberg. Apple also originally intended to start with bigger screens, but shrank those ambitions (literally) when faced with technical hurdles. There are so many companies with the means and know-how to produce MicroLED screens at scale: it wouldn’t surprise me if Samsung and LG still end up involved in the mix somewhere.

We also haven’t seen MicroLED demonstrated often in small form factors like smartwatches. Samsung’s idea of ​​downsizing technology is put it on a screen the size of a TV. But since Apple is unlikely to introduce MicroLED screens until 2024 (or even 2025), there’s plenty of time to get there. Wearable devices and head-worn displays will eventually become the primary use case for MicroLED, according to Display Supply Chain Consultantswhich estimates that revenues around display technology will grow to $1.3 billion by 2027.

Woman leaning against the edge of the pool wearing Apple Watch Ultra next to a no diving sign.

a:hover]:shadow-highlight-franklin [&>a]:shadow-underline-black dark:[&>a:hover]:shadow-highlight-franklin dark:[&>a]:shadow-underline-white md:text-30″>What are we gaining exactly?

This is the most curious aspect of it all for me. Here are the benefits that Bloomberg says MicroLED will bring to the Apple Watch:

Compared to current Apple Watches, next-generation displays are designed to offer brighter, more vibrant colors and the ability to be seen better at an angle. The displays make the content appear painted on top of the glass, according to those who saw them, who asked not to be identified because the project is still under wraps.

I would argue that all of these things hold true for the current Apple Watch lineup today. The screens are already readable in bright sunlight (as pictured above), they’re vibrant and colorful, and since all of Apple’s OLED panels are glued to the screen’s glass, I’m not sure how much closer to the surface the content could appear. I don’t hear anyone complaining about recent Apple Watches’ viewing angles or dipped brightness. But more efficient MicroLED display technology can definitely help extend your battery life to new highs, and that’s much important.

It’s possible that MicroLED’s natural RGB colors will add more saturation and increase the overall color brightness (which in turn will increase the perceived brightness of the overall device), but I wouldn’t expect radical visual improvements for MicroLED in the wearables category. Whenever these screens make it to iPhones, iPads and MacBook Pros, the updates will be much clearer in our eyes. At the end of the day, we’re just taking the inevitable step from today’s display technology to what’s next. And Apple is moving forward in its relentless quest to become fully self-sufficient.

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