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Apple's MicroLED Gambit: Up, Up and Away or 'Crash and Burn'?

Apple is lining up key partners to build its microLED supply chain. Still unclear is who is going to assemble and manufacture its displays.
Apple Watches
Apple Watches (Image: Apple)

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By Junko Yoshida

What’s at stake:
A smartphone behemoth like Apple might seek to develop its own unique display technology, thereby allowing it to expand and control its own supply chain. Apple has grasped a first-mover advantage on an emerging display technology called microLED. Apple may even be committed to manufacturing and assembling its own displays — at least initially. That’s a big step. Is it a bold move or overreach?

Apple has much riding on its decade-old pursuit of microLEDs, a display technology in which microscopic LEDs form individual pixel elements. Along with resolution, micro-LEDs offer also offer power savings critical to mobile devices.

 If successful, Apple will have a one-of-a-kind display technology, a new supply chain and a fresh ecosystem stretching across the globe.

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