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Which step are you counting as "manufacture"? They will have a lot of partners here in the supply chain of this component; ams-Osram, LG, and TSMC according to
by babl-yc 3y ago
Which step are you counting as "manufacture"? They will have a lot of partners here in the supply chain of this component; ams-Osram, LG, and TSMC according to the article.
In terms of Apple being "hands on" in manufacturing I don't see this as too different from the Apple Silicon case, where they design but work with partners in Taiwan+China to manufacture.
I see the big news here as "moving away from Samsung", where they would likely have to continue to invest in a competitor (money and IP) in order to get microLED technology through them.
- MBCook 3y agoContinuing to work with Samsung (or LG, etc) means as soon as Apple gets a cool new display tech, so does everyone else. Because they don’t control it. If Apple controls it all and they get it working, they can have an advantage until everyone else figured it out on their own without infringement. Even a 2-3 year advantage (like the A series gave them) would be huge.