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Excellent news. If Apple develops a microOLED display that only fits on Apple Watches, and not Samsung or Google watches, the DOJ will say it's anticompetitive behavior.
 
Just a bit sad to read about all these failed projects lately.. they really lack some vision and plan where to go.. if Vision Pro is that trajectory.. ok cool- but it just seems like the hardware is gonna need another 5 years at least to mature into a product for the masses, more like 10.
 
This is really sad news. First for the people who are losing their jobs. But also for us who have an Apple Watch Ultra. The thing that I wanted most on a new watch was the Micro LED screen.
Why?
I’m a bit of a display enthusiast, so I’d like the technology to develop for other uses*, but for a watch, it doesn’t seem like it would be a significant difference.

*I had hoped 8K TVs would catch on for a similar reason—not because I think that 8K video would be important l but because I want higher monitor resolutions.
 
The decision to develop MicroLED in-house was always odd to me. As Tim Cook once said:

"We believe that we need to own and control the primary technologies behind the products that we make…"

I don't consider MicroLED such a technnology. Let others do it.

I think the mindset was at the right place, microled being a relatively underdeveloped thing they wanted to be ahead of the game.
 
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Are you joking? What other company CEO wastes BILLIONS of company funds on pet projects and still holds this much power? Disgustingly, these billions could have helped so many retail and lower paid Apple staff.
All of them. Literally all of them.

Also it’s a 2.7 *trillion* dollar company, which is that valuable in large part because of Cook, they have the money to burn on betting big on research projects that dont pan out and he has the political capital to make these decisions - and the amount spent on these seems like a lot but it’s a fraction of a fraction of Apple’s valuation and income

ETA I’d also bet they learned plenty that will be useful in other work from those canceled projects

And, as I said before, in the big corp world plenty of major projects get canceled in the R&D phase, most dont make it to production, no matter what company you’re in
 
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People thinking this is some sort of bad news should know one thing or two when it comes how to run a company.

  • You start with a business case. You include reasons, why is it important (What/So what/Now what) forecasted profit and loss analysis etc. You state your needed resources and how much time it'll take to keep the project up and running as well as how much the return of investment will be.
  • In technologies like displays, modems etc - there are ample amount of players in the game that do these as their core business. Apple is developing these so they can invest now and reap the benefits later where every component would be returning better margins (profit) for every product sold. (Apple's average margin is around 70% which is unheard of in tech industry)
  • So Apple is reassessing the developments, the delays and challenges in each project and deciding to kill some because they now KNOW (not believe) that continued efforts will either not come to fruition or would be much more expensive than they thought.
  • So all these cancellations are just refocusing resources where it would benefit the most to the company. Apple may think of redeveloping MicroLED displays in the future when the science is better positioned for commercialisation.
Cook can ben interpreted as uninfluential.

But he's a master of operations and he knows a thing or two when running the company (commercially)
Don’t forget repatriation of untaxed revenue by paying invoices from the Irish accounts, then book these payments as deductions on US earnings.
 
If Micro LED is too expensive for the richest company in the world to afford to develop, who the heck is supposed to step in? The Chinese government?
 
Oh man I’ve been waiting for years for my watch to look exactly the same, but have a slightly different tech story.
 
What’s up with Apple lately?
Apple ends Apple Car R&D, Apple ends 5G Modem R&D and now this? Not cutting edge anymore?
Not like they ever was in the first place. 6502 was not invented by them. CRT was not either. “Reinvent phone” is just a marketing stunt at launch, even though iPhone does drastically shift the landscape of smartphone market forever. Apple did innovate many times, but cutting edge was never their strong suit.
 
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If Micro LED is too expensive for the richest company in the world to afford to develop, who the heck is supposed to step in? The Chinese government?
Maybe… it’s anyone’s guess.
Or Samsung would step in with their experimental microled.
 
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What’s up with Apple lately?
Apple ends Apple Car R&D, Apple ends 5G Modem R&D and now this? Not cutting edge anymore?
They're dropping plans for the next release line. Finding suppliers capable of producing high yield panels to their specs and price targets when no one has done this yet for MicroLED [an area they hold the most patents in world wide] is taking longer than they would like. People like Samsung, LG, Japan Display Inc.., are few and far between with the equipment and experience to make such panels.

Japan Displays Inc: https://www.j-display.com/en/product_tech/microled.html

Samsung Nov 2023 News brief: https://news.samsung.com/global/int...tory-of-samsungs-incredible-micro-led-display

They're still ramping up investment.

LG: https://displaydaily.com/snu-and-lg...hod-for-mass-production-of-microled-displays/

Unless Apple wants to shell out $50 billion to create a competitor manufacturing panels for all shapes and sizes they have to wait longer.
 
The beauty of the forum is that nothing much gets deleted.

Just like Apple could make their own 5G modem in 2019, 2020, 2021, 2022...... simple because they build the most complex and higher performance CPU, you dont think they can build a modem, and they can move mountains and do it in ultra unrealistic time frame?

Now Should I go and dig out all the things were said about how Apple will make their own MicroLED themselves and not working with Samsung. How they could do it all by themselves?
 
Unless Apple wants to shell out $50 billion to create a competitor manufacturing panels for all shapes and sizes they have to wait longer.
Apple fanboys will rejoice if Apple actually pulled that off however, regardless of the ROI or any return at all.
It's almost like they made the M chips and then hit a wall.
They had decades of experience producing their own processor. Not only that, the essence of processor is just connecting and arranging transistors, resistors, capacitors and so on in a minuscule scale and make it work with current software program. Yes, it’s way too much of simplification or even a wrong one, but my point is Apple has never ventured into display technology themselves in the past few decades, discounting potential odd projects here and there.
 
Billions spent on Apple Car with nothing to show for it. Billions spent on microLED with nothing to show for it.

Eek.
Some of these are hedges against older lower performance technologies.

Others are an attempt to steal a march on competitors and build up the IP and know how and supply base.

Others are hedges against current supply base.

All are an attempt to vertically integrate expensive parts of the bom to control and refine ahead of competition.
 
Thats just how R&D works.

In most of the cases you fail and if you do, you reallocate those resources to other projects or you cut them partially or even entirely. Happens all the time.
Smart CEOs of successful companies always have 2 or 3 new programs and many sub projects being investigated at all times.

Many of them don’t pan out but to have a breakout or a new hit or continuous or big change you have to be willing to risk failure.
 
Apple is slowly becoming a nightmare. The Apple that once was, no longer exists.

I'm 100% convinced that every product Apple releases from this point, will be trash.
What a weird comment. Do you expect even single project at Apple to succeed? That's not how these things work. You want companies to continue to push the envelope, even if no products come of it.
 
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