Apple might be cutting the size of its Micro LED R&D team, but it does not seem to give up on the next generation display technology, a few sources reported. It is collaborating with Taiwan Semiconductor Manufacturing Company (TSMC) to develop an alternative approach to sidestep challenges including the notorious mass transfer of chips.

Much hope has been put in Micro LED to drive the next generation display technology, but there isn’t a concrete date to see it commercialized yet. The production cost is still high, and development of mass transfer technologies gets stuck. Even Apple is rumoured to have downsized its secret team that develops Micro LED in Taiwan.

Apple supplier Lumentum on Wednesday reported financial results for its fiscal 1Q18 ended September 30. Revenue from its 3D sensing business made a massive ramp in the company’s overall performance.

Major technology companies have been developing solutions and platforms for 3D sensing, which is expected to be featured on the upcoming iPhone devices. Market intelligence TrendForce anticipates that from 2017 onward, the market for 3D sensing solutions used in mobile devices will witness leaping growth. The total value of the global market for 3D sensing modules used in mobile devices is estimated to reach US$1.5 billion in 2017 and is forecast to grow at a massive CAGR of 209% to around US$14 billion in 2020. Note that the 3D sensing module that is being discussed includes IR transmitter and receiver components.

Japan-based Yano Research Institute issued on 4th September a research report projecting the market value of Micro LED in 2017 to be USD 7 million following Sony’s launch of CLEDIS display that features Micro LED technology. The market is slowly shaping up. 

The Dow Jones Industrial Average yesterday said consumer electronics giant Apple will be holding its product launch event on 12th of September, as the Wall Street Journal carried in its report. Products to be unveiled are said to be the iPhone 8, the 10th anniversary edition exciting the public for long, the iPhone 7s, the iPhone 7s Plus, a new Apple TV box supporting 4K super high definition visual content, and an updated Apple Watch. Along with those products, the supply chains and technologies behind them have also been gradually revealed by various sources, even though Apple itself is very tight-lipped about it. 

Apple’s development of 3D sensing highly interests the market. A list of companies joining Apple’s 3D sensing supply chain has been revealed in a recent report, which includes quite a number of Taiwanese firms, including TSMC, Largan Precision, Foxconn, Tong Hsing Electronic Industries, GSEO, Xintec, and VisEra.  

The LED industry had quite a peaceful time in 1H17. Apart from a few M&As, the most-discussed technology would be Micro LED. Lots of high-tech giants worldwide have already started a series of R&D and the number of participants is getting bigger. The supply chain of Micro LED, although of limited mature technologies, is slowly shaping up. Here, LEDinside lists out major events and milestones made on the path of developing Micro LED in the first half of 2017.

It has been spreading like crazy that in 2H17 three iPhone models- the high-end iPhone 8 featuring an OLED display, iPhone 7s and iPhone 7s Plus that continue to use LCD displays- will hit the shelves. Latest sources leaked Apple might increase OLED display use in its products and all the three new iPhones to roll out in 2018 are likely to sport OLED displays. That possibly implies orders Apple places with LCD display providers Sharp and Japan Display Inc. (JDI) would plummet. It will be much of a shock to JDI which earns over 50% of its revenue from Apple’s phone screen demand.

The confirmation of Samsung Display (SDC) being Apple’s AMOLED panel supplier for the upcoming iPhone devices has spurred other smartphone brands and panel makers to aggressively invest in this display technology. The latest display market forecast by WitsView, a division of TrendForce, finds that AMOLED is set to become mainstream in the global smartphone market in the near future with the penetration rate reaching to almost 50% by 2020.

It seems Apple is planning on finding one more source of OLED displays for its iPhone. The Korea Herald reported that last month Apple talked with LG Display to invest around USD 1.75-2.62 billion into its new OLED plant, called E6.

The first half of 2017 has passed and the world has been waiting for the new iPhone, which is projected to be launched either late in this year or in 1Q18. However, according to CNBC’s report on 20th June, gadget lovers could probably have a few more things to expect, Apple’s smart glasses ‘iGlass’, for instance.

2017 marks an important year for Apple as it plans to release its new Apple Watch alongside the highly-anticipated next generation iPhone to celebrate its tenth anniversary. Although the tech giant has kept a low profile regarding the innovations it will bring to the market, there have been numerous rumors circulating around the devices already.

Among the possible new technologies to be incorporated in this year’s refresh of the iPhone series, 3D sensing has generated a lot of interests in terms of applications. A 3D sensing solution requires an RGB camera module an infrared (IR) sensor module that uses VCSEL (vertical-cavity surface-emitting laser) as a light source. With more high-end smartphones adopt 3D sensing, TrendForce estimates that the worldwide market scale of IR sensor modules for mobile devices will reach US$145 million in 2017.

Apple is said to start producing a small amount of Micro LED displays from a plant in northern Taiwan by the end of 2017 and use them on its new Apple Watch, according to a recent report published by Taiwan’s Taipei Times. 

After the detrimental Galaxy Note 7 recall, Samsung is hoping the upcoming flagship Galaxy S8 lineup can revive its smartphone business. Meanwhile, rival Apple is prepared to launch its first OLED iPhone in September. Analysts are now saying the S8 may lose the battle against the next iPhone due to a lack of eye-catching selling points.

Apple’s next-generation iPhone is not the only thing that the market is excited about. The Apple Watch 3 is reportedly coming out later this year and is expected to have major upgrades.

Apple is apparently going all out for its next-generation iPhone. Latest reports suggest Apple has bought Israeli startup RealFace who specializes in facial recognition technology, adding weight to recent rumors claiming that the new iPhone will boast facial recognition.

There have been rumors that Apple will switch to OLED screen for its iPhone 8. Those rumors seem to carry more weight after Apple reportedly ordered an additional 60 million OLED panels from Samsung, bring the total number to 160 million. This means that Samsung may become the main supplier for iPhone 8 displays.

First revealed by AppleInsider, Apple has been awarded a US patent on Tuesday, suggesting that the company is exploring display technology that embeds Micro LEDs and an IR diode to read users’ fingerprints without a dedicated Touch ID sensor. This new design feature may shed lights on its iPhone 8.

Apple is said to release a low-priced iPad and will partner with Chinese players to reduce production costs, boosting this new product’s competitive edge.

Noted Apple analyst Ming-Chi Kuo revealed that Apple intends to introduce a new 3D Touch thin film sensor to the new iPhone to be released this year to replace current 3D Touch technology, reported Appleinsider.

Micro-LED became a hot keyword in 2016, despite being years away from commercialization. Most in the industry agree this exciting next generation display technology will not be realized for another 3-5 years, HSBC projects the earliest date of commercialization will be around 2019 earliest.

To meet OLED display supplies for the next generation iPhone 8, Apple tracked down equipment maker Canon Tokki located in Japanese rice fields next to the city of Mitsuke in Niigata prefecture, reported Bloomberg.

The upcoming iPhone 8 will overhaul basic form factor designs, gone will be the flat glass screen design to sport a curved plastic OLED display made by arch-rival Samsung, reported The Korean Herald.

Japan Display Inc. (JDI) intends to acquire Panasonic and Sony’s OLED joint venture JOLED to better compete with Korean rivals and emerging Chinese players, reported Nikkei Asian Review.

Apple is asking some of its key iPhone suppliers including Foxconn and Pegatron to shift production to U.S. following President Donald Trump’s policies promoting “made in America,” reported Nikkei Asian Review.

Samsung is supplying more than just OLED screens for iPhones to Apple, reported Korea ETNews.

Sharp President Tai Jeng-wu confirmed last Saturday market rumors that Cupertino-based Apple will be adapting OLED screens in its next generation iPhones, reported Nikkei Asian review.

Apple’s rumored switch to Samsung supplied OLED panels could be short-lived, said Innolux CEO.