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Just think of Apple's margins after removing all 3rd party suppliers from their lineups.

At that point the only thing standing between shareholders and higher returns are all those pesky, salaried employees.

That's what robots are for, at least on the manufacturing side. You still (so far) do need people for design work and at least some of the programming. But they'll be obsolete one day too. Darwin says find something a machine can't do if you want to survive. (and yes, machines could reproduce - other machines anyway, so that doesn't count)
 
I'm also confused on how this differs from the current Apple-designed/others-fabricated model. My guess is that the answer is connected to this being microLED, which as far as I know, no one is producing in bulk. Maybe Apple will forge closer ties to a manufacturing partner by sharing insight into how microLED can be made at scale, and/or financing a retool to microLED?
I would guess it depends on what "Apple-designed" currently means for displays. Does Apple actively research, develop, and own the IP for parts right down to the chemistry of the emissive layers, or do they largely just specify that they want a certain screen size, spec, and pixel layout, and leave the rest up to Samsung/LG/BOE? My guess is that it's currently the latter, and Apple is trying to move towards the former with micro LED. (And if they succeed, holy cow...)
 
Apple was successful with their chips but that’s been decades of development. Screens.. not sure- Samsung is a fantastic builder of screens and electronic components.
 
Exactly. How is it "in-house" when they're probably still going to use the same supply lines? Except instead of a Samsung or LG branded display (or whatever component) it'll be Apple branded. Same exact Foxconn line, though.

Seriously, who benefits from this?
Apple, because when you look at it from the negotiations point of view, Apple will be predominantly stronger negotiating prices with manufacturers as it is their technology. Better margins and a lot cheaper than using the displays they are using now. Apple’s customers will see a price hike nonetheless.
 
I think this is only a bargaining move by Apple. It will strike fear to Samsung Display then they will lower the price. Manufacturing displays takes so much expertise, experience, trial and error and funds that Apple will likely avoid. Amoled fits better the Apple Watch than any LED backround lit screen especially for battery life on AOD.
 
The title is misleading.

Apple to make custom displays in house…

Apple to design custom displays in house
… would be correct.

I think the person who wrote this article is confusing the terms:

Make, Design and produce…

These will be designed by Apple and produced (ie. made) by external companies.

There is no way on god's earth Apple are opening their own factories.
 
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Apple to make custom displays in house…

Apple to design custom displays in house
… would be correct.

I think the person who wrote this article is confusing the terms:

Make, Design and produce…

These will be designed by Apple and produced (ie. made) by external companies.

There is no way on god's earth Apple are opening their own factories.
Why not? Just curious to understand.

Apple used to have factories in Ireland. I think my SE/30 was produced there.
 
Why not? Just curious to understand.

Apple used to have factories in Ireland. I think my SE/30 was produced there.

Yes, Apple used to have Cork, Ireland, Elk Grove, California, USA, and somewhere in Japan (I think), but… that's decades ago now. Those facilities never had anywhere near the scale required today, and the economics also work out differently these days.
 
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Encouraging to read that Cupertino has decided that the current crop of available display technology is insufficient for their needs and that they have to create a trajectory of their own for their product lineups.

One particular example of interest to me is...in the world of HDR content/creation, faithful and affordable rendering of the full ST 2048 color space and gamut has yet to be achieved and I'm encouraged by any efforts to "break away from the pack" of what's currently available in the off-the-shelf market, the Pro Display XDR is only the beginning down that path, well, as I see it. :) That a faithful rendering of human visual perception seems one of their goals, in-house display design seems essential.
 
OLED is definitely NOT light years ahead of LCD. If anything, LCD wins in most areas except true blacks.
OLED still has many issues and flaws. Overall, LCD is much better tech especially if we get MiniLED with enough zones.


Have you used a recent OLED display? Most of the flaws have been rectified over the past 5 years. Burn-in isn't as much of an issue and the displays are getting brighter everyday. microLED is definitely the better technology in the long run but OLED is available today and the picture quality is light years better than anything in the LCD space.



Both technologies are able to turn a single pixel on or off which results in an infinite contrast ratio. Black is truly black on a microLED or OLED display, with zero blooming issues.

The "O" in OLED stands for organic. That organic material has a limited lifespan which may not wear evenly, which results in issues like burn-in. microLED inorganic nature means that it doesn't have that problem. microLED displays will also be able to get brighter using less power than an OLED.
 
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Have you used a recent OLED display? Most of the flaws have been rectified over the past 5 years. Burn-in isn't as much of an issue and the displays are getting brighter everyday. microLED is definitely the better technology in the long run but OLED is available today and the picture quality is light years better than anything in the LCD space.



Both technologies are able to turn a single pixel on or off which results in an infinite contrast ratio. Black is truly black on a microLED or OLED display, with zero blooming issues.

The "O" in OLED stands for organic. That organic material has a limited lifespan which may not wear evenly, which results in issues like burn-in. microLED inorganic nature means that it doesn't have that problem. microLED displays will also be able to get brighter using less power than an OLED.
How is burn-in "not as much of an issue" now? What happened? They came up with random crap to burn your display *equally* among all pixels, that's all that happened. OLED is inherently bad, the tech has existed for many decades now, so it's unreasonable to expect this issue to just disappear.
 
Yes, Apple used to have Cork, Ireland, Elk Grove, California, USA, and somewhere in Japan (I think), but… that's decades ago now. Those facilities never had anywhere near the scale required today, and the economics also work out differently these days.
Oh for sure it was decades ago. My SE/30 which I no longer have was bought in 1990!! Apple was a very different company then. I was just indicating that it is not a brand new thing if Apple were to start manufacturing as they once did. Yes, not in the same scale and not for the same kinds of things. Even my SE/30's built-in internal floppy drive was a Sony make. And, all of Apple's printers used engines from different companies like Canon. I'm trying to recall whose engine they used for the LaserWriter LS (one of the printers I had back in the 90s) and I can't recall; definitely wasn't Canon as I think they only used Canon for inkjets.
 
Even my SE/30's built-in internal floppy drive was a Sony make.

Weirder yet, the PowerBook 100 was designed and made by Sony, not Apple. (Apple tasked them with taking the Macintosh Portable and shrinking it down.) And yet, the PowerBook 140 and 170… weren't.

And, all of Apple's printers used engines from different companies like Canon. I'm trying to recall whose engine they used for the LaserWriter LS (one of the printers I had back in the 90s) and I can't recall; definitely wasn't Canon as I think they only used Canon for inkjets.

Yes, Apple used Canon for a lot of Apple StyleWriter inkjet printers (the case and all were Apple, but the internals were Canon), and HP for a few. (Confusingly, HP at the time also made the "DeskWriter" series, which were DeskJets but specifically for Macs. So they used Apple's "Writer" suffix but weren't Apple products.) Apple LaserWriter, meanwhile, was mostly done by Canon, but sometimes Fuji.

Anyway, could Apple do its own manufacturing? Sure, but:

  • there's the obvious problem of labor costs. It would likely lead to higher prices.
  • Tim Cook has pointed out that the main problem is actually the supply chain: where in Southeast Asia, many, many suppliers are nearby, making component sourcing simple, this is not at all the case any more in North America or Europe. It takes a village. That said, there is some movement on that front, such as TSMC making chips in the US.
  • even if you discount those two, there's the question of whether it's a business Apple wants to be in, and Tim seems to be on the side of 'nah, thanks'. He'd much rather partner with other companies to have them build their factories nearby than be himself responsible for manufacturing.
 
But then how will Samsung finance all of its throw-crap-at-the-wall products? Certainly not with their own mobile device division.
 
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Weirder yet, the PowerBook 100 was designed and made by Sony, not Apple. (Apple tasked them with taking the Macintosh Portable and shrinking it down.) And yet, the PowerBook 140 and 170… weren't.
Ah yes...memories! I forgot about that detail but that is slowly coming back. I recall historical narratives about how Steve was so enamored by Sony and its manufacturing practices that that was a company that Steve was hoping Apple would imitate. Good times! ;-)

Anyway, could Apple do its own manufacturing? Sure, but: [...]

Yeah, I have no opinion about Apple manufacturing and don't have enough knowledge about that kind of thing.

Well, I do have an opinion but it's more generally about the American narrative of pushing things towards "Made In America" (including tax incentives for "made in America") and also what that reveals about a still yet very narrow viewpoint on how to live in a global community when we all need to have broader visions beyond nationalism to work with issues that are global, namely, climate change. I find it quite remarkable that we are still so stuck in to nation-states and that struggle to be more broad has so much friction in its birthing.

But, that thought isn't specifically related to the general conversation here. :)
 
Ah yes...memories! I forgot about that detail but that is slowly coming back. I recall historical narratives about how Steve was so enamored by Sony and its manufacturing practices that that was a company that Steve was hoping Apple would imitate. Good times! ;-)

It's interesting how much Sony has fallen from its 1990s' peak. As far as consumer electronics went, they used to be… everywhere.

Well, I do have an opinion but it's more generally about the American narrative of pushing things towards "Made In America" (including tax incentives for "made in America") and also what that reveals about a still yet very narrow viewpoint on how to live in a global community when we all need to have broader visions beyond nationalism to work with issues that are global, namely, climate change. I find it quite remarkable that we are still so stuck in to nation-states and that struggle to be more broad has so much friction in its birthing.

But, that thought isn't specifically related to the general conversation here. :)

Yeah, that's a big conversation to have. (And I'm not American, FWIW.)
 
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It's interesting how much Sony has fallen from its 1990s' peak. As far as consumer electronics went, they used to be… everywhere.
That is so true! Thinking back to like the 90s and 2000s, I do recall often finding Sony products quite beautifully designed and high quality. In the past 2 decades, I cannot recall ever thinking about Sony! Once a giant in consumer electronics (at least for the general market), it seems like they have vanished.
 
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Well, I do have an opinion but it's more generally about the American narrative of pushing things towards "Made In America" (including tax incentives for "made in America") and also what that reveals about a still yet very narrow viewpoint on how to live in a global community when we all need to have broader visions beyond nationalism to work with issues that are global, namely, climate change. I find it quite remarkable that we are still so stuck in to nation-states and that struggle to be more broad has so much friction in its birthing.

But, that thought isn't specifically related to the general conversation here. :)
I get what you’re saying but you have to take things into consideration like China who threatens the entire world supply chain. So not being dependent on another country is just smart. Additionally America is one of the largest consumers of electronics so if you want to fight things like global warming it makes far more sense to produce things locally than ship it across the world
 
OLED is definitely NOT light years ahead of LCD. If anything, LCD wins in most areas except true blacks.
OLED still has many issues and flaws. Overall, LCD is much better tech especially if we get MiniLED with enough zones.

Lol, just no. OLED contrast ratio blows LCD out of the water. Unless you need eye-searing brightness, OLED will trump any LCD display for overall picture quality. Look at any of the best TV review lists, OLED will top the charts.

miniLED with enough zones is called microLED and is a completely different technology.
 
Displays are also one of the most expensive components on the iPhone by a wide margin. Reducing the cost would allow them to extract even more profit from each unit (because we know Apple wont reduce the price).
Apple does reduce the prices of products all the time. If there is no inflation-adjustment in prices, that is a price cut. Apple might not "reduce" the price but this could allow Apple to not raise prices and eat the inflation rather than consumers eating the inflation.
 
Just think of Apple's margins after removing all 3rd party suppliers from their lineups.

At that point the only thing standing between shareholders and higher returns are all those pesky, salaried employees.
They should unionize while they still have a chance (/s?)
 
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