除了小尺寸，苹果还有MicroLED大尺寸产品计划
今日来自DIGITIMES消息，DigitimesResearch高级分析师Luke Lin表示，在MicroLED技术开发上，苹果正与TSMC（台积电）合作。此外，苹果不仅在小尺寸上有动作，大尺寸亦有计划。
在这则消息中，提到几个重点：
1、小尺寸跟TSMC(台积电)合作，分别有手表用的1.3 -1.4英寸，以及AR用的0.7-0.8英寸
2、预计手表用将在2018年下半年或2019年实现量产
3、预计Micro LED手表成本将比现有同尺寸OLED手表高出400%~600%
4、开发基于薄膜晶体管(TFT)底板的大尺寸MicroLED面板，且“远大于Macbook的尺寸”
针对这个消息，SNOW Intelligence 认为：
台积电在Micro LED的布局，正是MicroLED技术大跨产业的最好范例。
以当今全球的局势来看，LED、面板、半导体、光转换材料(如QD)、光学膜材等产业，早已被串在这条巨大的“Micro LED技术链”中，眼看各式各样的转移、驱动、全彩化路线百家争鸣，在这漫长而乏味的学习曲线上，“黑科技登场”与“新八卦曝光”就成了余兴节目，苹果面板工厂曝光已是惊动万教，而台积电的产业位置亦十分耐人寻味。
从CSP看到Mini/MicroLED，LED尺寸与新闻版面形成了很有趣的反比，MicroLED确实替显示产业添增了想像空间与话题，但回归根本，也只能等到“技术链”收敛之后，才更有机会看到“产业链”的成形。
以下为DIGITIMES原文：
Apple plans micro LED panels for small- andlarge-size devices, says Digitimes Research
Joseph Tsai,DIGITIMES, Taipei
Tuesday 3 April 2018
Apple is gearing up efforts developing micro LED panels for both small-size and large-size applications and has received support from Taiwan Semiconductor Manufacturing Company (TSMC) for the making of small-size ones, according to Digitimes Research's senior analystLuke Lin.
Apple is working with TSMC to develop microLED panels on silicon-based backplanes for use in the Apple Watch and an augmented reality (AR) wearable device, Lin noted.
Apple is also working on another project developing large-size micro LED panels on TFT-based backplanes and will use them in products sized much larger than its MacBooks, said Lin.
Citing his upstream sources, Lin pointedout that Apple is preparing two sizes of micro LED panels for small-sizeapplications: a 1.3- to 1.4-inch one for its future Apple Watch and a 0.7- to0.8-inch one for an AR wearable device, potentially AR glasses.
The Apple Watch micro LED panel may enter mass production in the second half of 2018 or in 2019, while the large-size one may enter mass production in 2019 or later, stated Lin. The panel for the AR wearable device has yet ot have a mass production schedule, the senior Digitimes Research analyst added.
However, Lin believes Apple will only adopt the micro LED panel in the top-of-the-line models of its up coming Apple Watchseries initially. The costs of the new micro LED panels are 400-600% higher than those of the existing Apple Watch's same-size OLED panels, Lin estimates.
（此文原创SNOW Intelligence，未经授权不得转载）
